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 | $144,758 | $103,376+40.0% | $87,100+66.2% | $152,861-5.3% |
| Participation rate | 87.5% | 79.3%+8.2pp | 76.9%+10.6pp | 82.4%+5.1pp |
| Annual return | 50.84% | 28.10%+22.7pp | 28.19%+22.7pp | 345.32%-294.5pp |
| Employer contribution / active EE | $1,322 | $3,220-58.9% | $2,521-47.6% | $4,762-72.2% |
| Participant deferral / active EE | $4,593 | $4,778-3.9% | $4,049+13.5% | $5,850-21.5% |
| Admin fee / account holder | $135,834 | $12,205+1012.9% | $7,497+1711.9% | $11,596+1071.3% |