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 | $131,641 | $175,202-24.9% | $149,673-12.0% | $139,434-5.6% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 17.12% | 166.71%-149.6pp | 134.42%-117.3pp | 372.94%-355.8pp |
| Employer contribution / active EE | $4,676 | $5,474-14.6% | $4,818-2.9% | $4,751-1.6% |
| Participant deferral / active EE | $14,095 | $6,519+116.2% | $5,680+148.2% | $6,710+110.1% |
| Admin fee / account holder | $2,141 | $16,150-86.7% | $13,210-83.8% | $11,403-81.2% |