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 | $131,367 | $91,538+43.5% | $129,995+1.1% | $75,163+74.8% |
| Participation rate | 95.3% | 71.4%+23.9pp | 78.5%+16.9pp | 67.2%+28.2pp |
| Annual return | 17.09% | -631.11%+648.2pp | -137.18%+154.3pp | 160.62%-143.5pp |
| Employer contribution / active EE | $5,788 | $2,845+103.4% | $4,320+34.0% | $2,670+116.8% |
| Participant deferral / active EE | $5,657 | $4,341+30.3% | $5,820-2.8% | $4,125+37.1% |
| Admin fee / account holder | $5,013 | $6,790-26.2% | $10,614-52.8% | $5,651-11.3% |