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 | $147,894 | $226,064-34.6% | $182,532-19.0% | $152,861-3.2% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.0%-3.0pp | 82.4%-7.4pp |
| Annual return | 20.18% | 192.51%-172.3pp | 148.54%-128.4pp | 345.32%-325.1pp |
| Employer contribution / active EE | $3,629 | $4,978-27.1% | $4,076-11.0% | $4,762-23.8% |
| Participant deferral / active EE | $8,282 | $6,368+30.1% | $5,524+49.9% | $5,850+41.6% |
| Admin fee / account holder | $697 | $10,703-93.5% | $8,592-91.9% | $11,596-94.0% |