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 | $157,639 | $183,519-14.1% | $155,509+1.4% | $145,922+8.0% |
| Participation rate | 93.8% | 82.7%+11.1pp | 78.2%+15.6pp | 80.3%+13.5pp |
| Annual return | 13.63% | 61.17%-47.5pp | 64.67%-51.0pp | 561.29%-547.7pp |
| Employer contribution / active EE | $3,095 | $5,313-41.8% | $4,672-33.8% | $4,660-33.6% |
| Participant deferral / active EE | $9,441 | $6,462+46.1% | $5,626+67.8% | $6,688+41.2% |
| Admin fee / account holder | $44,327 | $19,313+129.5% | $15,912+178.6% | $13,397+230.9% |