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 | $122,135 | $198,466-38.5% | $170,442-28.3% | $147,584-17.2% |
| Participation rate | 72.7% | 88.0%-15.2pp | 83.6%-10.9pp | 82.8%-10.1pp |
| Annual return | 20.09% | 257.29%-237.2pp | 205.93%-185.8pp | 578.55%-558.5pp |
| Employer contribution / active EE | $2,131 | $6,184-65.5% | $5,433-60.8% | $4,876-56.3% |
| Participant deferral / active EE | $4,057 | $5,629-27.9% | $4,939-17.9% | $5,439-25.4% |
| Admin fee / account holder | $2,969 | $16,852-82.4% | $13,880-78.6% | $10,885-72.7% |