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 | $126,773 | $93,571+35.5% | $135,903-6.7% | $75,163+68.7% |
| Participation rate | 88.1% | 75.2%+12.9pp | 81.9%+6.2pp | 67.2%+20.9pp |
| Annual return | 15.75% | 30.90%-15.2pp | 68.23%-52.5pp | 160.62%-144.9pp |
| Employer contribution / active EE | $2,221 | $3,537-37.2% | $4,856-54.3% | $2,670-16.8% |
| Participant deferral / active EE | $16,535 | $6,404+158.2% | $7,758+113.1% | $4,125+300.8% |
| Admin fee / account holder | $22,106 | $6,975+216.9% | $10,762+105.4% | $5,651+291.2% |