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 | $182,355 | $154,117+18.3% | $129,995+40.3% | $139,434+30.8% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.5%+11.5pp | 80.3%+9.7pp |
| Annual return | 31.41% | 32.48%-1.1pp | -137.18%+168.6pp | 372.94%-341.5pp |
| Employer contribution / active EE | $3,724 | $5,289-29.6% | $4,320-13.8% | $4,751-21.6% |
| Participant deferral / active EE | $8,498 | $6,710+26.6% | $5,820+46.0% | $6,710+26.6% |
| Admin fee / account holder | $27,555 | $14,007+96.7% | $10,614+159.6% | $11,403+141.7% |