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 | $188,719 | $198,466-4.9% | $170,442+10.7% | $147,584+27.9% |
| Participation rate | 72.2% | 88.0%-15.7pp | 83.6%-11.4pp | 82.8%-10.6pp |
| Annual return | 14.59% | 257.29%-242.7pp | 205.93%-191.3pp | 578.55%-564.0pp |
| Employer contribution / active EE | $3,550 | $6,184-42.6% | $5,433-34.7% | $4,876-27.2% |
| Participant deferral / active EE | $2,862 | $5,629-49.2% | $4,939-42.1% | $5,439-47.4% |
| Admin fee / account holder | $63,979 | $16,852+279.7% | $13,880+360.9% | $10,885+487.8% |