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 | $136,160 | $171,865-20.8% | $149,718-9.1% | $147,584-7.7% |
| Participation rate | 84.6% | 88.2%-3.6pp | 87.1%-2.5pp | 82.8%+1.8pp |
| Annual return | 15.20% | 2113.22%-2098.0pp | 1501.63%-1486.4pp | 578.55%-563.3pp |
| Employer contribution / active EE | $2,974 | $6,275-52.6% | $5,445-45.4% | $4,876-39.0% |
| Participant deferral / active EE | $5,599 | $7,271-23.0% | $6,569-14.8% | $5,439+3.0% |
| Admin fee / account holder | $1,087 | $13,799-92.1% | $11,283-90.4% | $10,885-90.0% |