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 | $148,520 | $124,319+19.5% | $111,297+33.4% | $167,490-11.3% |
| Participation rate | 91.7% | 79.6%+12.1pp | 77.3%+14.4pp | 82.1%+9.6pp |
| Annual return | 14.80% | 37.44%-22.6pp | 54.65%-39.8pp | 478.56%-463.8pp |
| Employer contribution / active EE | $1,998 | $3,435-41.9% | $2,731-26.9% | $4,837-58.7% |
| Participant deferral / active EE | $4,575 | $5,180-11.7% | $4,487+2.0% | $6,341-27.9% |
| Admin fee / account holder | $12,190 | $10,618+14.8% | $7,964+53.1% | $12,309-1.0% |