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 | $142,996 | $144,119-0.8% | $117,854+21.3% | $147,584-3.1% |
| Participation rate | 83.3% | 83.4%-0.1pp | 79.7%+3.7pp | 82.8%+0.5pp |
| Annual return | 11.84% | 531.15%-519.3pp | 335.08%-323.2pp | 578.55%-566.7pp |
| Employer contribution / active EE | $1,668 | $4,896-65.9% | $3,786-56.0% | $4,876-65.8% |
| Participant deferral / active EE | $4,196 | $5,316-21.1% | $4,482-6.4% | $5,439-22.9% |
| Admin fee / account holder | $40,622 | $10,886+273.2% | $8,020+406.5% | $10,885+273.2% |