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 7-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 | $153,332 | $112,881+35.8% | $90,951+68.6% | $158,922-3.5% |
| Participation rate | 81.8% | 74.7%+7.1pp | 69.0%+12.8pp | 82.0%-0.1pp |
| Annual return | 8.99% | 215.79%-206.8pp | 134.60%-125.6pp | 302.83%-293.8pp |
| Employer contribution / active EE | $1,911 | $2,893-33.9% | $2,122-9.9% | $4,761-59.9% |
| Participant deferral / active EE | $2,989 | $4,128-27.6% | $3,373-11.4% | $5,982-50.0% |
| Admin fee / account holder | $39,038 | $8,041+385.5% | $5,959+555.2% | $11,246+247.1% |