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 | $139,493 | $111,724+24.9% | $93,606+49.0% | $145,922-4.4% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.1pp |
| Annual return | 14.57% | 202.98%-188.4pp | 133.20%-118.6pp | 561.29%-546.7pp |
| Employer contribution / active EE | $2,018 | $3,090-34.7% | $2,420-16.6% | $4,660-56.7% |
| Participant deferral / active EE | $6,354 | $4,912+29.4% | $4,411+44.0% | $6,688-5.0% |
| Admin fee / account holder | $30,103 | $10,250+193.7% | $8,285+263.3% | $13,397+124.7% |