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 | $136,485 | $198,466-31.2% | $170,442-19.9% | $147,584-7.5% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 15.63% | 257.29%-241.7pp | 205.93%-190.3pp | 578.55%-562.9pp |
| Employer contribution / active EE | $1,934 | $6,184-68.7% | $5,433-64.4% | $4,876-60.3% |
| Participant deferral / active EE | $2,604 | $5,629-53.7% | $4,939-47.3% | $5,439-52.1% |
| Admin fee / account holder | $1,360 | $16,852-91.9% | $13,880-90.2% | $10,885-87.5% |