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 | $130,440 | $175,202-25.5% | $149,673-12.9% | $139,434-6.5% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 23.23% | 166.71%-143.5pp | 134.42%-111.2pp | 372.94%-349.7pp |
| Employer contribution / active EE | $4,117 | $5,474-24.8% | $4,818-14.6% | $4,751-13.3% |
| Participant deferral / active EE | $5,158 | $6,519-20.9% | $5,680-9.2% | $6,710-23.1% |
| Admin fee / account holder | $132,037 | $16,150+717.6% | $13,210+899.5% | $11,403+1058.0% |