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 | $142,480 | $85,766+66.1% | $136,294+4.5% | $70,131+103.2% |
| Participation rate | 70.2% | 74.2%-4.0pp | 81.9%-11.7pp | 69.5%+0.6pp |
| Annual return | 20.88% | 31.45%-10.6pp | 5155.94%-5135.1pp | 73.14%-52.3pp |
| Employer contribution / active EE | $559 | $2,966-81.1% | $4,695-88.1% | $2,342-76.1% |
| Participant deferral / active EE | $5,591 | $5,051+10.7% | $6,247-10.5% | $3,332+67.8% |
| Admin fee / account holder | $13,590 | $5,420+150.7% | $9,243+47.0% | $4,645+192.5% |