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 | $144,110 | $138,065+4.4% | $123,544+16.6% | $135,375+6.5% |
| Participation rate | 72.7% | 84.7%-12.0pp | 82.3%-9.6pp | 82.6%-9.9pp |
| Annual return | 52.26% | 153.68%-101.4pp | 119.20%-66.9pp | 519.73%-467.5pp |
| Employer contribution / active EE | $1,832 | $5,151-64.4% | $4,628-60.4% | $4,779-61.7% |
| Participant deferral / active EE | $6,104 | $6,799-10.2% | $6,426-5.0% | $5,609+8.8% |
| Admin fee / account holder | $6,383 | $10,916-41.5% | $9,284-31.2% | $10,827-41.0% |