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 | $126,849 | $111,535+13.7% | $105,223+20.6% | $137,256-7.6% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 18.46% | 237.85%-219.4pp | 180.65%-162.2pp | 220.34%-201.9pp |
| Employer contribution / active EE | $3,485 | $3,939-11.5% | $3,689-5.5% | $4,156-16.1% |
| Participant deferral / active EE | $10,663 | $5,500+93.9% | $5,072+110.2% | $6,407+66.4% |
| Admin fee / account holder | $702 | $9,721-92.8% | $8,859-92.1% | $12,270-94.3% |