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 | $139,117 | $209,832-33.7% | $189,513-26.6% | $167,490-16.9% |
| Participation rate | 76.9% | 88.7%-11.7pp | 87.8%-10.9pp | 82.1%-5.2pp |
| Annual return | 15.12% | 748.27%-733.1pp | 555.15%-540.0pp | 478.56%-463.4pp |
| Employer contribution / active EE | $2,646 | $6,914-61.7% | $6,162-57.1% | $4,837-45.3% |
| Participant deferral / active EE | $9,651 | $8,935+8.0% | $8,221+17.4% | $6,341+52.2% |
| Admin fee / account holder | $2,221 | $14,293-84.5% | $12,045-81.6% | $12,309-82.0% |