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 | $143,629 | $102,966+39.5% | $90,281+59.1% | $152,861-6.0% |
| Participation rate | 73.3% | 75.9%-2.5pp | 73.3%+0.1pp | 82.4%-9.1pp |
| Annual return | 22.10% | 95.16%-73.1pp | 78.10%-56.0pp | 345.32%-323.2pp |
| Employer contribution / active EE | $2,301 | $3,139-26.7% | $2,854-19.4% | $4,762-51.7% |
| Participant deferral / active EE | $6,119 | $4,281+42.9% | $3,885+57.5% | $5,850+4.6% |
| Admin fee / account holder | $594 | $6,171-90.4% | $5,351-88.9% | $11,596-94.9% |