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 | $139,991 | $177,572-21.2% | $154,803-9.6% | $142,382-1.7% |
| Participation rate | 92.3% | 82.1%+10.3pp | 78.1%+14.2pp | 80.1%+12.2pp |
| Annual return | 16.84% | 65.07%-48.2pp | 58.88%-42.0pp | 217.08%-200.2pp |
| Employer contribution / active EE | $7,583 | $4,810+57.6% | $4,305+76.1% | $4,299+76.4% |
| Participant deferral / active EE | $12,988 | $6,272+107.1% | $5,540+134.4% | $6,507+99.6% |
| Admin fee / account holder | $4,654 | $16,786-72.3% | $14,329-67.5% | $12,624-63.1% |