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 | $153,984 | $198,466-22.4% | $170,442-9.7% | $147,584+4.3% |
| Participation rate | 94.4% | 88.0%+6.5pp | 83.6%+10.8pp | 82.8%+11.6pp |
| Annual return | 12.45% | 257.29%-244.8pp | 205.93%-193.5pp | 578.55%-566.1pp |
| Employer contribution / active EE | $13,743 | $6,184+122.2% | $5,433+153.0% | $4,876+181.8% |
| Participant deferral / active EE | $2,347 | $5,629-58.3% | $4,939-52.5% | $5,439-56.9% |
| Admin fee / account holder | $31,594 | $16,852+87.5% | $13,880+127.6% | $10,885+190.2% |