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 | $154,967 | $171,865-9.8% | $149,718+3.5% | $147,584+5.0% |
| Participation rate | 77.8% | 88.2%-10.4pp | 87.1%-9.3pp | 82.8%-5.1pp |
| Annual return | 15.12% | 2113.22%-2098.1pp | 1501.63%-1486.5pp | 578.55%-563.4pp |
| Employer contribution / active EE | $2,642 | $6,275-57.9% | $5,445-51.5% | $4,876-45.8% |
| Participant deferral / active EE | $4,541 | $7,271-37.5% | $6,569-30.9% | $5,439-16.5% |
| Admin fee / account holder | $10,285 | $13,799-25.5% | $11,283-8.8% | $10,885-5.5% |