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 | $214,032 | $154,117+38.9% | $129,995+64.6% | $139,434+53.5% |
| Participation rate | 81.8% | 82.0%-0.1pp | 78.5%+3.3pp | 80.3%+1.5pp |
| Annual return | 13.36% | 32.48%-19.1pp | -137.18%+150.5pp | 372.94%-359.6pp |
| Employer contribution / active EE | $3,504 | $5,289-33.7% | $4,320-18.9% | $4,751-26.2% |
| Participant deferral / active EE | $12,790 | $6,710+90.6% | $5,820+119.8% | $6,710+90.6% |
| Admin fee / account holder | $28,179 | $14,007+101.2% | $10,614+165.5% | $11,403+147.1% |