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 | $150,891 | $217,402-30.6% | $185,823-18.8% | $167,490-9.9% |
| Participation rate | 78.9% | 86.0%-7.1pp | 81.7%-2.8pp | 82.1%-3.2pp |
| Annual return | 27.16% | 148.36%-121.2pp | 122.05%-94.9pp | 478.56%-451.4pp |
| Employer contribution / active EE | $3,360 | $5,873-42.8% | $5,167-35.0% | $4,837-30.5% |
| Participant deferral / active EE | $3,313 | $6,356-47.9% | $5,568-40.5% | $6,341-47.8% |
| Admin fee / account holder | $251,319 | $19,811+1168.6% | $16,237+1447.8% | $12,309+1941.7% |