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 | $114,334 | $209,832-45.5% | $189,513-39.7% | $167,490-31.7% |
| Participation rate | 76.9% | 88.7%-11.7pp | 87.8%-10.9pp | 82.1%-5.2pp |
| Annual return | 10.59% | 748.27%-737.7pp | 555.15%-544.6pp | 478.56%-468.0pp |
| Employer contribution / active EE | $1,603 | $6,914-76.8% | $6,162-74.0% | $4,837-66.9% |
| Participant deferral / active EE | $6,830 | $8,935-23.6% | $8,221-16.9% | $6,341+7.7% |
| Admin fee / account holder | $1,140 | $14,293-92.0% | $12,045-90.5% | $12,309-90.7% |