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 | $137,123 | $100,970+35.8% | $96,576+42.0% | $137,256-0.1% |
| Participation rate | 91.7% | 82.6%+9.1pp | 81.4%+10.2pp | 80.0%+11.7pp |
| Annual return | 14.29% | 38.16%-23.9pp | 38.47%-24.2pp | 220.34%-206.0pp |
| Employer contribution / active EE | $3,961 | $3,809+4.0% | $3,553+11.5% | $4,156-4.7% |
| Participant deferral / active EE | $13,411 | $8,286+61.8% | $7,956+68.6% | $6,407+109.3% |
| Admin fee / account holder | $18,861 | $11,312+66.7% | $11,381+65.7% | $12,270+53.7% |