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 | $132,566 | $148,534-10.8% | $135,903-2.5% | $139,434-4.9% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.5pp |
| Annual return | 12.21% | 79.19%-67.0pp | 68.23%-56.0pp | 372.94%-360.7pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,856-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,441 | $8,100-57.5% | $7,758-55.6% | $6,710-48.7% |
| Admin fee / account holder | $137,979 | $12,400+1012.8% | $10,762+1182.1% | $11,403+1110.1% |