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 | $143,148 | $85,766+66.9% | $136,294+5.0% | $70,131+104.1% |
| Participation rate | 81.8% | 74.2%+7.7pp | 81.9%-0.1pp | 69.5%+12.3pp |
| Annual return | 18.17% | 31.45%-13.3pp | 5155.94%-5137.8pp | 73.14%-55.0pp |
| Employer contribution / active EE | $2,584 | $2,966-12.9% | $4,695-45.0% | $2,342+10.3% |
| Participant deferral / active EE | $11,037 | $5,051+118.5% | $6,247+76.7% | $3,332+231.3% |
| Admin fee / account holder | $20,149 | $5,420+271.7% | $9,243+118.0% | $4,645+333.8% |