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 | $152,933 | $109,817+39.3% | $98,442+55.4% | $167,490-8.7% |
| Participation rate | 85.7% | 75.8%+9.9pp | 73.3%+12.4pp | 82.1%+3.6pp |
| Annual return | 19.16% | 1956.69%-1937.5pp | 1492.73%-1473.6pp | 478.56%-459.4pp |
| Employer contribution / active EE | $3,088 | $3,224-4.2% | $2,960+4.3% | $4,837-36.2% |
| Participant deferral / active EE | $9,524 | $4,673+103.8% | $4,276+122.7% | $6,341+50.2% |
| Admin fee / account holder | $1,132 | $6,753-83.2% | $5,949-81.0% | $12,309-90.8% |