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 | $138,310 | $138,044+0.2% | $125,339+10.3% | $134,475+2.9% |
| Participation rate | 70.0% | 84.5%-14.5pp | 82.4%-12.4pp | 81.2%-11.2pp |
| Annual return | -2.23% | 750.33%-752.6pp | 572.05%-574.3pp | 417.96%-420.2pp |
| Employer contribution / active EE | $1,911 | $5,243-63.6% | $4,814-60.3% | $4,740-59.7% |
| Participant deferral / active EE | $4,737 | $7,799-39.3% | $7,446-36.4% | $6,400-26.0% |
| Admin fee / account holder | $2,242 | $11,571-80.6% | $10,010-77.6% | $11,426-80.4% |