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 | $144,141 | $111,754+29.0% | $103,333+39.5% | $145,922-1.2% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.1pp |
| Annual return | 13.69% | 24.77%-11.1pp | 24.88%-11.2pp | 561.29%-547.6pp |
| Employer contribution / active EE | $2,565 | $4,212-39.1% | $3,868-33.7% | $4,660-45.0% |
| Participant deferral / active EE | $10,157 | $5,619+80.8% | $5,057+100.8% | $6,688+51.9% |
| Admin fee / account holder | $1,776 | $9,750-81.8% | $8,355-78.7% | $13,397-86.7% |