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 | $151,232 | $209,411-27.8% | $178,490-15.3% | $158,922-4.8% |
| Participation rate | 72.7% | 86.3%-13.6pp | 81.9%-9.2pp | 82.0%-9.2pp |
| Annual return | 10.50% | 188.75%-178.2pp | 151.07%-140.6pp | 302.83%-292.3pp |
| Employer contribution / active EE | $1,999 | $5,706-65.0% | $5,011-60.1% | $4,761-58.0% |
| Participant deferral / active EE | $4,264 | $5,954-28.4% | $5,202-18.0% | $5,982-28.7% |
| Admin fee / account holder | $62,597 | $17,074+266.6% | $13,984+347.6% | $11,246+456.6% |