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 | $137,642 | $159,934-13.9% | $147,005-6.4% | $145,959-5.7% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.9pp |
| Annual return | 12.70% | 98.24%-85.5pp | 418.76%-406.1pp | 561.95%-549.2pp |
| Employer contribution / active EE | $1,999 | $5,287-62.2% | $4,934-59.5% | $4,661-57.1% |
| Participant deferral / active EE | $5,917 | $8,427-29.8% | $8,070-26.7% | $6,689-11.5% |
| Admin fee / account holder | $36,316 | $15,053+141.2% | $13,006+179.2% | $13,398+171.1% |