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 | $142,948 | $144,119-0.8% | $117,854+21.3% | $147,584-3.1% |
| Participation rate | 76.5% | 83.4%-6.9pp | 79.7%-3.2pp | 82.8%-6.4pp |
| Annual return | 10.63% | 531.15%-520.5pp | 335.08%-324.4pp | 578.55%-567.9pp |
| Employer contribution / active EE | $1,535 | $4,896-68.6% | $3,786-59.4% | $4,876-68.5% |
| Participant deferral / active EE | $4,812 | $5,316-9.5% | $4,482+7.4% | $5,439-11.5% |
| Admin fee / account holder | $1,160 | $10,886-89.3% | $8,020-85.5% | $10,885-89.3% |