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 | $99,345 | $209,411-52.6% | $178,490-44.3% | $158,922-37.5% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 23.11% | 188.75%-165.6pp | 151.07%-128.0pp | 302.83%-279.7pp |
| Employer contribution / active EE | $1,960 | $5,706-65.7% | $5,011-60.9% | $4,761-58.8% |
| Participant deferral / active EE | $6,824 | $5,954+14.6% | $5,202+31.2% | $5,982+14.1% |
| Admin fee / account holder | $15,763 | $17,074-7.7% | $13,984+12.7% | $11,246+40.2% |