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 | $146,928 | $109,413+34.3% | $156,263-6.0% | $84,808+73.2% |
| Participation rate | 81.8% | 72.7%+9.1pp | 78.9%+2.9pp | 68.3%+13.5pp |
| Annual return | 15.77% | 20.18%-4.4pp | 59.47%-43.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,156 | $2,907-60.2% | $4,333-73.3% | $2,631-56.1% |
| Participant deferral / active EE | $2,585 | $4,590-43.7% | $6,158-58.0% | $4,212-38.6% |
| Admin fee / account holder | $45,231 | $9,357+383.4% | $14,255+217.3% | $7,344+515.9% |