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 | $148,502 | $176,056-15.7% | $159,436-6.9% | $167,490-11.3% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 19.75% | 331.75%-312.0pp | 263.57%-243.8pp | 478.56%-458.8pp |
| Employer contribution / active EE | $3,092 | $5,297-41.6% | $4,829-36.0% | $4,837-36.1% |
| Participant deferral / active EE | $10,911 | $7,750+40.8% | $7,352+48.4% | $6,341+72.1% |
| Admin fee / account holder | $6,493 | $12,554-48.3% | $10,799-39.9% | $12,309-47.2% |