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 | $141,258 | $175,202-19.4% | $149,673-5.6% | $139,434+1.3% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 15.09% | 166.71%-151.6pp | 134.42%-119.3pp | 372.94%-357.9pp |
| Employer contribution / active EE | $1,792 | $5,474-67.3% | $4,818-62.8% | $4,751-62.3% |
| Participant deferral / active EE | $3,781 | $6,519-42.0% | $5,680-33.4% | $6,710-43.6% |
| Admin fee / account holder | $17,139 | $16,150+6.1% | $13,210+29.7% | $11,403+50.3% |