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 | $131,739 | $171,865-23.3% | $149,718-12.0% | $147,584-10.7% |
| Participation rate | 86.7% | 88.2%-1.5pp | 87.1%-0.4pp | 82.8%+3.8pp |
| Annual return | 18.58% | 2113.22%-2094.6pp | 1501.63%-1483.0pp | 578.55%-560.0pp |
| Employer contribution / active EE | $2,543 | $6,275-59.5% | $5,445-53.3% | $4,876-47.9% |
| Participant deferral / active EE | $5,540 | $7,271-23.8% | $6,569-15.7% | $5,439+1.9% |
| Admin fee / account holder | $19,116 | $13,799+38.5% | $11,283+69.4% | $10,885+75.6% |