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 | $151,076 | $107,334+40.8% | $92,893+62.6% | $152,861-1.2% |
| Participation rate | 92.3% | 79.8%+12.5pp | 76.0%+16.3pp | 82.4%+9.9pp |
| Annual return | 21.98% | 145.58%-123.6pp | 109.41%-87.4pp | 345.32%-323.3pp |
| Employer contribution / active EE | $4,146 | $4,221-1.8% | $3,653+13.5% | $4,762-12.9% |
| Participant deferral / active EE | $7,573 | $4,845+56.3% | $4,236+78.8% | $5,850+29.5% |
| Admin fee / account holder | $16,496 | $7,079+133.0% | $5,794+184.7% | $11,596+42.3% |