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 | $151,909 | $183,963-17.4% | $162,163-6.3% | $152,861-0.6% |
| Participation rate | 95.0% | 88.5%+6.5pp | 87.6%+7.4pp | 82.4%+12.6pp |
| Annual return | 26.82% | 150.76%-123.9pp | 115.59%-88.8pp | 345.32%-318.5pp |
| Employer contribution / active EE | $2,041 | $6,371-68.0% | $5,614-63.6% | $4,762-57.1% |
| Participant deferral / active EE | $6,391 | $8,034-20.4% | $7,298-12.4% | $5,850+9.2% |
| Admin fee / account holder | $51,442 | $13,121+292.0% | $10,843+374.4% | $11,596+343.6% |