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 | $141,187 | $102,317+38.0% | $146,958-3.9% | $80,856+74.6% |
| Participation rate | 91.9% | 75.8%+16.1pp | 82.2%+9.7pp | 67.6%+24.3pp |
| Annual return | 18.49% | 134.76%-116.3pp | 418.34%-399.8pp | 35.59%-17.1pp |
| Employer contribution / active EE | $2,981 | $3,713-19.7% | $4,933-39.6% | $2,755+8.2% |
| Participant deferral / active EE | $5,428 | $6,644-18.3% | $8,070-32.7% | $4,296+26.4% |
| Admin fee / account holder | $3,190 | $7,941-59.8% | $12,998-75.5% | $6,918-53.9% |