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 | $122,447 | $148,534-17.6% | $135,903-9.9% | $139,434-12.2% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 23.06% | 79.19%-56.1pp | 68.23%-45.2pp | 372.94%-349.9pp |
| Employer contribution / active EE | $2,995 | $5,243-42.9% | $4,856-38.3% | $4,751-37.0% |
| Participant deferral / active EE | $9,061 | $8,100+11.9% | $7,758+16.8% | $6,710+35.0% |
| Admin fee / account holder | $730 | $12,400-94.1% | $10,762-93.2% | $11,403-93.6% |