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 | $133,721 | $159,901-16.4% | $146,958-9.0% | $145,922-8.4% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.3pp | 80.3%+1.5pp |
| Annual return | 12.19% | 98.13%-85.9pp | 418.34%-406.1pp | 561.29%-549.1pp |
| Employer contribution / active EE | $19,738 | $5,286+273.4% | $4,933+300.1% | $4,660+323.6% |
| Participant deferral / active EE | $16,137 | $8,428+91.5% | $8,070+100.0% | $6,688+141.3% |
| Admin fee / account holder | $6,432 | $15,044-57.2% | $12,998-50.5% | $13,397-52.0% |