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 | $138,421 | $198,466-30.3% | $170,442-18.8% | $147,584-6.2% |
| Participation rate | 94.7% | 88.0%+6.8pp | 83.6%+11.1pp | 82.8%+11.9pp |
| Annual return | 16.58% | 257.29%-240.7pp | 205.93%-189.4pp | 578.55%-562.0pp |
| Employer contribution / active EE | $1,673 | $6,184-72.9% | $5,433-69.2% | $4,876-65.7% |
| Participant deferral / active EE | $3,994 | $5,629-29.0% | $4,939-19.1% | $5,439-26.6% |
| Admin fee / account holder | $7,774 | $16,852-53.9% | $13,880-44.0% | $10,885-28.6% |