See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,052 | $197,591-37.7% | $177,821-30.8% | $158,922-22.6% |
| Participation rate | 70.0% | 88.5%-18.5pp | 87.7%-17.7pp | 82.0%-12.0pp |
| Annual return | 12.15% | 58.76%-46.6pp | 48.32%-36.2pp | 302.83%-290.7pp |
| Employer contribution / active EE | $5,191 | $6,697-22.5% | $5,918-12.3% | $4,761+9.0% |
| Participant deferral / active EE | $9,518 | $8,405+13.2% | $7,714+23.4% | $5,982+59.1% |
| Admin fee / account holder | $478 | $15,399-96.9% | $12,427-96.2% | $11,246-95.7% |