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 | $136,353 | $118,849+14.7% | $96,562+41.2% | $167,490-18.6% |
| Participation rate | 87.5% | 75.5%+12.0pp | 69.8%+17.7pp | 82.1%+5.4pp |
| Annual return | 18.25% | 50.49%-32.2pp | 37.78%-19.5pp | 478.56%-460.3pp |
| Employer contribution / active EE | $2,666 | $3,120-14.6% | $2,356+13.1% | $4,837-44.9% |
| Participant deferral / active EE | $6,123 | $4,616+32.6% | $3,849+59.1% | $6,341-3.4% |
| Admin fee / account holder | $4,356 | $8,065-46.0% | $6,181-29.5% | $12,309-64.6% |