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 | $144,891 | $114,381+26.7% | $107,525+34.8% | $142,382+1.8% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.1%-3.6pp | 80.1%-8.7pp |
| Annual return | 15.76% | 242.71%-226.9pp | 181.32%-165.6pp | 217.08%-201.3pp |
| Employer contribution / active EE | $1,648 | $4,015-58.9% | $3,754-56.1% | $4,299-61.7% |
| Participant deferral / active EE | $8,326 | $5,564+49.6% | $5,116+62.8% | $6,507+28.0% |
| Admin fee / account holder | $10,000 | $9,860+1.4% | $8,919+12.1% | $12,624-20.8% |