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 | $131,245 | $123,909+5.9% | $69,647+88.4% | $145,922-10.1% |
| Participation rate | 81.0% | 69.2%+11.7pp | 66.5%+14.5pp | 80.3%+0.7pp |
| Annual return | 8.58% | 190.55%-182.0pp | 100.48%-91.9pp | 561.29%-552.7pp |
| Employer contribution / active EE | $482 | $2,682-82.0% | $1,712-71.9% | $4,660-89.7% |
| Participant deferral / active EE | $4,955 | $4,236+17.0% | $2,886+71.7% | $6,688-25.9% |
| Admin fee / account holder | $5,996 | $7,863-23.7% | $4,713+27.2% | $13,397-55.2% |