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 | $136,566 | $105,126+29.9% | $94,646+44.3% | $139,434-2.1% |
| Participation rate | 88.9% | 82.4%+6.5pp | 80.8%+8.1pp | 80.3%+8.6pp |
| Annual return | 14.86% | 38.03%-23.2pp | 156.71%-141.8pp | 372.94%-358.1pp |
| Employer contribution / active EE | $2,943 | $4,106-28.3% | $3,672-19.8% | $4,751-38.0% |
| Participant deferral / active EE | $6,776 | $7,599-10.8% | $7,418-8.6% | $6,710+1.0% |
| Admin fee / account holder | $711 | $8,984-92.1% | $7,231-90.2% | $11,403-93.8% |