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 | $145,461 | $99,921+45.6% | $85,009+71.1% | $145,959-0.3% |
| Participation rate | 95.7% | 74.1%+21.6pp | 67.5%+28.1pp | 80.3%+15.4pp |
| Annual return | 13.79% | 83.89%-70.1pp | 66.47%-52.7pp | 561.95%-548.2pp |
| Employer contribution / active EE | $1,003 | $3,233-69.0% | $2,728-63.3% | $4,661-78.5% |
| Participant deferral / active EE | $10,903 | $5,293+106.0% | $4,522+141.1% | $6,689+63.0% |
| Admin fee / account holder | $2,630 | $7,252-63.7% | $6,153-57.3% | $13,398-80.4% |