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 | $171,967 | $209,411-17.9% | $178,490-3.7% | $158,922+8.2% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 26.27% | 188.75%-162.5pp | 151.07%-124.8pp | 302.83%-276.6pp |
| Employer contribution / active EE | $1,735 | $5,706-69.6% | $5,011-65.4% | $4,761-63.6% |
| Participant deferral / active EE | $4,870 | $5,954-18.2% | $5,202-6.4% | $5,982-18.6% |
| Admin fee / account holder | $2,999 | $17,074-82.4% | $13,984-78.6% | $11,246-73.3% |