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 | $120,436 | $148,534-18.9% | $135,903-11.4% | $139,434-13.6% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 13.09% | 79.19%-66.1pp | 68.23%-55.1pp | 372.94%-359.8pp |
| Employer contribution / active EE | $2,251 | $5,243-57.1% | $4,856-53.6% | $4,751-52.6% |
| Participant deferral / active EE | $6,043 | $8,100-25.4% | $7,758-22.1% | $6,710-9.9% |
| Admin fee / account holder | $66,998 | $12,400+440.3% | $10,762+522.5% | $11,403+487.6% |