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 | $146,167 | $98,240+48.8% | $82,313+77.6% | $147,584-1.0% |
| Participation rate | 90.0% | 79.7%+10.3pp | 76.9%+13.1pp | 82.8%+7.2pp |
| Annual return | 11.47% | 30.85%-19.4pp | 25.88%-14.4pp | 578.55%-567.1pp |
| Employer contribution / active EE | $3,356 | $3,192+5.1% | $2,428+38.2% | $4,876-31.2% |
| Participant deferral / active EE | $3,904 | $4,383-10.9% | $3,706+5.4% | $5,439-28.2% |
| Admin fee / account holder | $51,788 | $8,563+504.8% | $5,608+823.5% | $10,885+375.8% |