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 | $126,873 | $154,117-17.7% | $129,995-2.4% | $139,434-9.0% |
| Participation rate | 83.3% | 82.0%+1.4pp | 78.5%+4.8pp | 80.3%+3.0pp |
| Annual return | 12.28% | 32.48%-20.2pp | -137.18%+149.5pp | 372.94%-360.7pp |
| Employer contribution / active EE | $2,093 | $5,289-60.4% | $4,320-51.6% | $4,751-56.0% |
| Participant deferral / active EE | $3,921 | $6,710-41.6% | $5,820-32.6% | $6,710-41.6% |
| Admin fee / account holder | $43,433 | $14,007+210.1% | $10,614+309.2% | $11,403+280.9% |