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 | $145,301 | $118,680+22.4% | $98,907+46.9% | $158,922-8.6% |
| Participation rate | 83.3% | 77.8%+5.5pp | 76.0%+7.3pp | 82.0%+1.4pp |
| Annual return | 10.59% | 372.35%-361.8pp | 196.43%-185.8pp | 302.83%-292.2pp |
| Employer contribution / active EE | $1,934 | $3,333-42.0% | $2,689-28.1% | $4,761-59.4% |
| Participant deferral / active EE | $5,083 | $5,088-0.1% | $4,244+19.8% | $5,982-15.0% |
| Admin fee / account holder | $1,864 | $10,131-81.6% | $6,642-71.9% | $11,246-83.4% |