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 | $155,942 | $127,386+22.4% | $115,037+35.6% | $125,391+24.4% |
| Participation rate | 94.4% | 84.2%+10.3pp | 81.4%+13.1pp | 83.2%+11.3pp |
| Annual return | 0.62% | 31.28%-30.7pp | 26.14%-25.5pp | 282.22%-281.6pp |
| Employer contribution / active EE | $8,604 | $5,166+66.6% | $4,608+86.7% | $4,866+76.8% |
| Participant deferral / active EE | $6,489 | $6,423+1.0% | $6,026+7.7% | $5,352+21.3% |
| Admin fee / account holder | $28,563 | $9,516+200.1% | $8,175+249.4% | $9,540+199.4% |