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 | $117,058 | $183,519-36.2% | $155,509-24.7% | $145,922-19.8% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 16.60% | 61.17%-44.6pp | 64.67%-48.1pp | 561.29%-544.7pp |
| Employer contribution / active EE | $12,546 | $5,313+136.1% | $4,672+168.5% | $4,660+169.2% |
| Participant deferral / active EE | $12,305 | $6,462+90.4% | $5,626+118.7% | $6,688+84.0% |
| Admin fee / account holder | $66,972 | $19,313+246.8% | $15,912+320.9% | $13,397+399.9% |