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 | $141,099 | $111,724+26.3% | $93,606+50.7% | $145,922-3.3% |
| Participation rate | 92.3% | 74.2%+18.1pp | 68.7%+23.6pp | 80.3%+12.0pp |
| Annual return | 19.31% | 202.98%-183.7pp | 133.20%-113.9pp | 561.29%-542.0pp |
| Employer contribution / active EE | $1,982 | $3,090-35.9% | $2,420-18.1% | $4,660-57.5% |
| Participant deferral / active EE | $5,481 | $4,912+11.6% | $4,411+24.3% | $6,688-18.0% |
| Admin fee / account holder | $2,461 | $10,250-76.0% | $8,285-70.3% | $13,397-81.6% |