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 | $142,285 | $111,754+27.3% | $103,333+37.7% | $145,922-2.5% |
| Participation rate | 95.7% | 77.9%+17.7pp | 74.5%+21.1pp | 80.3%+15.4pp |
| Annual return | 10.31% | 24.77%-14.5pp | 24.88%-14.6pp | 561.29%-551.0pp |
| Employer contribution / active EE | $3,494 | $4,212-17.0% | $3,868-9.7% | $4,660-25.0% |
| Participant deferral / active EE | $7,003 | $5,619+24.6% | $5,057+38.5% | $6,688+4.7% |
| Admin fee / account holder | $10,239 | $9,750+5.0% | $8,355+22.6% | $13,397-23.6% |