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 | $141,726 | $118,450+19.7% | $98,439+44.0% | $139,434+1.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 10.77% | 18.94%-8.2pp | 21.16%-10.4pp | 372.94%-362.2pp |
| Employer contribution / active EE | $3,347 | $3,609-7.3% | $3,048+9.8% | $4,751-29.5% |
| Participant deferral / active EE | $5,009 | $5,392-7.1% | $4,738+5.7% | $6,710-25.4% |
| Admin fee / account holder | $36,592 | $14,026+160.9% | $8,948+309.0% | $11,403+220.9% |