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 | $155,843 | $112,096+39.0% | $95,952+62.4% | $158,922-1.9% |
| Participation rate | 95.7% | 79.0%+16.7pp | 77.1%+18.6pp | 82.0%+13.7pp |
| Annual return | 10.72% | 171.09%-160.4pp | 91.61%-80.9pp | 302.83%-292.1pp |
| Employer contribution / active EE | $2,576 | $3,198-19.5% | $2,541+1.4% | $4,761-45.9% |
| Participant deferral / active EE | $8,219 | $4,784+71.8% | $4,167+97.2% | $5,982+37.4% |
| Admin fee / account holder | $17,395 | $10,130+71.7% | $6,795+156.0% | $11,246+54.7% |