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 | $140,820 | $157,256-10.5% | $141,162-0.2% | $152,861-7.9% |
| Participation rate | 70.0% | 84.8%-14.8pp | 82.5%-12.5pp | 82.4%-12.4pp |
| Annual return | 22.66% | 64.32%-41.7pp | 71.39%-48.7pp | 345.32%-322.7pp |
| Employer contribution / active EE | $1,984 | $5,261-62.3% | $4,735-58.1% | $4,762-58.3% |
| Participant deferral / active EE | $5,471 | $7,109-23.0% | $6,709-18.4% | $5,850-6.5% |
| Admin fee / account holder | $20,832 | $12,120+71.9% | $10,261+103.0% | $11,596+79.6% |