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 | $141,163 | $171,865-17.9% | $149,718-5.7% | $147,584-4.4% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 13.48% | 2113.22%-2099.7pp | 1501.63%-1488.1pp | 578.55%-565.1pp |
| Employer contribution / active EE | $2,496 | $6,275-60.2% | $5,445-54.2% | $4,876-48.8% |
| Participant deferral / active EE | $5,983 | $7,271-17.7% | $6,569-8.9% | $5,439+10.0% |
| Admin fee / account holder | $763 | $13,799-94.5% | $11,283-93.2% | $10,885-93.0% |