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 | $142,654 | $99,877+42.8% | $84,966+67.9% | $145,922-2.2% |
| Participation rate | 70.0% | 74.1%-4.1pp | 67.5%+2.5pp | 80.3%-10.3pp |
| Annual return | 13.42% | 83.76%-70.3pp | 66.38%-53.0pp | 561.29%-547.9pp |
| Employer contribution / active EE | $1,068 | $3,231-66.9% | $2,727-60.8% | $4,660-77.1% |
| Participant deferral / active EE | $8,575 | $5,291+62.1% | $4,519+89.7% | $6,688+28.2% |
| Admin fee / account holder | $3,192 | $7,248-56.0% | $6,149-48.1% | $13,397-76.2% |