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 | $122,046 | $100,773+21.1% | $88,946+37.2% | $142,382-14.3% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.8%+11.2pp | 80.1%-0.1pp |
| Annual return | 13.49% | 70.18%-56.7pp | 57.82%-44.3pp | 217.08%-203.6pp |
| Employer contribution / active EE | $2,152 | $2,918-26.2% | $2,555-15.8% | $4,299-49.9% |
| Participant deferral / active EE | $4,353 | $5,230-16.8% | $4,581-5.0% | $6,507-33.1% |
| Admin fee / account holder | $57,516 | $9,693+493.4% | $8,261+596.2% | $12,624+355.6% |