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 | $132,941 | $171,865-22.6% | $149,718-11.2% | $147,584-9.9% |
| Participation rate | 80.0% | 88.2%-8.2pp | 87.1%-7.1pp | 82.8%-2.8pp |
| Annual return | 14.43% | 2113.22%-2098.8pp | 1501.63%-1487.2pp | 578.55%-564.1pp |
| Employer contribution / active EE | $3,177 | $6,275-49.4% | $5,445-41.7% | $4,876-34.9% |
| Participant deferral / active EE | $7,584 | $7,271+4.3% | $6,569+15.4% | $5,439+39.4% |
| Admin fee / account holder | $7,143 | $13,799-48.2% | $11,283-36.7% | $10,885-34.4% |