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 | $195,557 | $163,101+19.9% | $136,749+43.0% | $142,382+37.3% |
| Participation rate | 85.7% | 78.2%+7.5pp | 72.1%+13.6pp | 80.1%+5.6pp |
| Annual return | 15.14% | 27.54%-12.4pp | 24.33%-9.2pp | 217.08%-201.9pp |
| Employer contribution / active EE | $1,100 | $4,117-73.3% | $3,400-67.6% | $4,299-74.4% |
| Participant deferral / active EE | $2,871 | $5,585-48.6% | $4,692-38.8% | $6,507-55.9% |
| Admin fee / account holder | $239,851 | $14,318+1575.1% | $11,386+2006.5% | $12,624+1800.0% |