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 | $145,636 | $111,754+30.3% | $103,333+40.9% | $145,922-0.2% |
| Participation rate | 94.1% | 77.9%+16.2pp | 74.5%+19.6pp | 80.3%+13.8pp |
| Annual return | 16.13% | 24.77%-8.6pp | 24.88%-8.7pp | 561.29%-545.2pp |
| Employer contribution / active EE | $2,549 | $4,212-39.5% | $3,868-34.1% | $4,660-45.3% |
| Participant deferral / active EE | $5,544 | $5,619-1.3% | $5,057+9.6% | $6,688-17.1% |
| Admin fee / account holder | $1,378 | $9,750-85.9% | $8,355-83.5% | $13,397-89.7% |