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 | $146,822 | $154,117-4.7% | $129,995+12.9% | $139,434+5.3% |
| Participation rate | 85.7% | 82.0%+3.8pp | 78.5%+7.2pp | 80.3%+5.4pp |
| Annual return | 12.38% | 32.48%-20.1pp | -137.18%+149.6pp | 372.94%-360.6pp |
| Employer contribution / active EE | $4,317 | $5,289-18.4% | $4,320-0.1% | $4,751-9.1% |
| Participant deferral / active EE | $10,007 | $6,710+49.1% | $5,820+71.9% | $6,710+49.1% |
| Admin fee / account holder | $20,908 | $14,007+49.3% | $10,614+97.0% | $11,403+83.4% |