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 | $114,705 | $148,534-22.8% | $135,903-15.6% | $139,434-17.7% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 35.01% | 79.19%-44.2pp | 68.23%-33.2pp | 372.94%-337.9pp |
| Employer contribution / active EE | $5,359 | $5,243+2.2% | $4,856+10.3% | $4,751+12.8% |
| Participant deferral / active EE | $11,529 | $8,100+42.3% | $7,758+48.6% | $6,710+71.8% |
| Admin fee / account holder | $1,290 | $12,400-89.6% | $10,762-88.0% | $11,403-88.7% |