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 | $185,888 | $112,096+65.8% | $95,952+93.7% | $158,922+17.0% |
| Participation rate | 78.3% | 79.0%-0.7pp | 77.1%+1.2pp | 82.0%-3.7pp |
| Annual return | 13.72% | 171.09%-157.4pp | 91.61%-77.9pp | 302.83%-289.1pp |
| Employer contribution / active EE | $2,529 | $3,198-20.9% | $2,541-0.5% | $4,761-46.9% |
| Participant deferral / active EE | $8,207 | $4,784+71.6% | $4,167+97.0% | $5,982+37.2% |
| Admin fee / account holder | $33,669 | $10,130+232.4% | $6,795+395.5% | $11,246+199.4% |