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 | $137,910 | $198,466-30.5% | $170,442-19.1% | $147,584-6.6% |
| Participation rate | 73.3% | 88.0%-14.6pp | 83.6%-10.3pp | 82.8%-9.5pp |
| Annual return | 14.97% | 257.29%-242.3pp | 205.93%-191.0pp | 578.55%-563.6pp |
| Employer contribution / active EE | $1,379 | $6,184-77.7% | $5,433-74.6% | $4,876-71.7% |
| Participant deferral / active EE | $2,813 | $5,629-50.0% | $4,939-43.1% | $5,439-48.3% |
| Admin fee / account holder | $86,255 | $16,852+411.8% | $13,880+521.4% | $10,885+692.4% |