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 | $184,084 | $148,534+23.9% | $135,903+35.5% | $139,434+32.0% |
| Participation rate | 85.0% | 83.9%+1.1pp | 81.9%+3.1pp | 80.3%+4.7pp |
| Annual return | 21.36% | 79.19%-57.8pp | 68.23%-46.9pp | 372.94%-351.6pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,856-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $19,671 | $8,100+142.8% | $7,758+153.6% | $6,710+193.1% |
| Admin fee / account holder | $969 | $12,400-92.2% | $10,762-91.0% | $11,403-91.5% |