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 | $188,338 | $137,414+37.1% | $189,513-0.6% | $85,850+119.4% |
| Participation rate | 91.7% | 84.6%+7.1pp | 87.8%+3.9pp | 69.3%+22.4pp |
| Annual return | 13.62% | 38.14%-24.5pp | 555.15%-541.5pp | 318.53%-304.9pp |
| Employer contribution / active EE | $3,632 | $4,344-16.4% | $6,162-41.1% | $2,565+41.6% |
| Participant deferral / active EE | $3,975 | $6,260-36.5% | $8,221-51.6% | $3,952+0.6% |
| Admin fee / account holder | $4,179 | $8,630-51.6% | $12,045-65.3% | $6,260-33.2% |