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 | $157,207 | $177,572-11.5% | $154,803+1.6% | $142,382+10.4% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 19.82% | 65.07%-45.3pp | 58.88%-39.1pp | 217.08%-197.3pp |
| Employer contribution / active EE | $1,947 | $4,810-59.5% | $4,305-54.8% | $4,299-54.7% |
| Participant deferral / active EE | $5,208 | $6,272-17.0% | $5,540-6.0% | $6,507-20.0% |
| Admin fee / account holder | $43,638 | $16,786+160.0% | $14,329+204.5% | $12,624+245.7% |