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 | $134,913 | $118,849+13.5% | $96,562+39.7% | $167,490-19.5% |
| Participation rate | 90.0% | 75.5%+14.5pp | 69.8%+20.2pp | 82.1%+7.9pp |
| Annual return | 17.21% | 50.49%-33.3pp | 37.78%-20.6pp | 478.56%-461.4pp |
| Employer contribution / active EE | $2,080 | $3,120-33.3% | $2,356-11.7% | $4,837-57.0% |
| Participant deferral / active EE | $4,592 | $4,616-0.5% | $3,849+19.3% | $6,341-27.6% |
| Admin fee / account holder | $19,264 | $8,065+138.9% | $6,181+211.7% | $12,309+56.5% |