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 | $145,697 | $183,519-20.6% | $155,509-6.3% | $145,922-0.2% |
| Participation rate | 93.8% | 82.7%+11.1pp | 78.2%+15.6pp | 80.3%+13.5pp |
| Annual return | 11.44% | 61.17%-49.7pp | 64.67%-53.2pp | 561.29%-549.8pp |
| Employer contribution / active EE | $6,834 | $5,313+28.6% | $4,672+46.3% | $4,660+46.7% |
| Participant deferral / active EE | $4,127 | $6,462-36.1% | $5,626-26.6% | $6,688-38.3% |
| Admin fee / account holder | $11,956 | $19,313-38.1% | $15,912-24.9% | $13,397-10.8% |