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 | $239,046 | $157,256+52.0% | $141,162+69.3% | $152,861+56.4% |
| Participation rate | 87.0% | 84.8%+2.1pp | 82.5%+4.5pp | 82.4%+4.5pp |
| Annual return | 15.15% | 64.32%-49.2pp | 71.39%-56.2pp | 345.32%-330.2pp |
| Employer contribution / active EE | $4,049 | $5,261-23.0% | $4,735-14.5% | $4,762-15.0% |
| Participant deferral / active EE | $8,076 | $7,109+13.6% | $6,709+20.4% | $5,850+38.0% |
| Admin fee / account holder | $41,512 | $12,120+242.5% | $10,261+304.6% | $11,596+258.0% |