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 | $138,741 | $154,117-10.0% | $129,995+6.7% | $139,434-0.5% |
| Participation rate | 90.9% | 82.0%+9.0pp | 78.5%+12.4pp | 80.3%+10.6pp |
| Annual return | 18.49% | 32.48%-14.0pp | -137.18%+155.7pp | 372.94%-354.5pp |
| Employer contribution / active EE | $7,841 | $5,289+48.3% | $4,320+81.5% | $4,751+65.1% |
| Participant deferral / active EE | $4,965 | $6,710-26.0% | $5,820-14.7% | $6,710-26.0% |
| Admin fee / account holder | $6,327 | $14,007-54.8% | $10,614-40.4% | $11,403-44.5% |