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 | $142,312 | $91,538+55.5% | $129,995+9.5% | $75,163+89.3% |
| Participation rate | 76.1% | 71.4%+4.7pp | 78.5%-2.4pp | 67.2%+8.9pp |
| Annual return | 19.42% | -631.11%+650.5pp | -137.18%+156.6pp | 160.62%-141.2pp |
| Employer contribution / active EE | $1,365 | $2,845-52.0% | $4,320-68.4% | $2,670-48.9% |
| Participant deferral / active EE | $7,736 | $4,341+78.2% | $5,820+32.9% | $4,125+87.5% |
| Admin fee / account holder | $7,755 | $6,790+14.2% | $10,614-26.9% | $5,651+37.2% |