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 | $145,408 | $111,754+30.1% | $103,333+40.7% | $145,922-0.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.55% | 24.77%-11.2pp | 24.88%-11.3pp | 561.29%-547.7pp |
| Employer contribution / active EE | $4,894 | $4,212+16.2% | $3,868+26.5% | $4,660+5.0% |
| Participant deferral / active EE | $8,297 | $5,619+47.7% | $5,057+64.0% | $6,688+24.1% |
| Admin fee / account holder | $77,088 | $9,750+690.6% | $8,355+822.7% | $13,397+475.4% |