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 | $120,663 | $183,519-34.3% | $155,509-22.4% | $145,922-17.3% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 16.85% | 61.17%-44.3pp | 64.67%-47.8pp | 561.29%-544.4pp |
| Employer contribution / active EE | $6,404 | $5,313+20.5% | $4,672+37.0% | $4,660+37.4% |
| Participant deferral / active EE | $22,355 | $6,462+245.9% | $5,626+297.3% | $6,688+234.3% |
| Admin fee / account holder | $49,618 | $19,313+156.9% | $15,912+211.8% | $13,397+270.4% |