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 | $141,780 | $118,680+19.5% | $98,907+43.3% | $158,922-10.8% |
| Participation rate | 90.9% | 77.8%+13.1pp | 76.0%+14.9pp | 82.0%+9.0pp |
| Annual return | 15.48% | 372.35%-356.9pp | 196.43%-181.0pp | 302.83%-287.3pp |
| Employer contribution / active EE | $3,604 | $3,333+8.1% | $2,689+34.0% | $4,761-24.3% |
| Participant deferral / active EE | $2,359 | $5,088-53.6% | $4,244-44.4% | $5,982-60.6% |
| Admin fee / account holder | $2,027 | $10,131-80.0% | $6,642-69.5% | $11,246-82.0% |