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 | $150,446 | $105,859+42.1% | $90,160+66.9% | $147,584+1.9% |
| Participation rate | 78.6% | 79.7%-1.2pp | 76.9%+1.7pp | 82.8%-4.3pp |
| Annual return | 14.74% | 37.63%-22.9pp | 34.88%-20.1pp | 578.55%-563.8pp |
| Employer contribution / active EE | $2,499 | $4,126-39.4% | $3,318-24.7% | $4,876-48.8% |
| Participant deferral / active EE | $6,591 | $5,733+15.0% | $5,288+24.6% | $5,439+21.2% |
| Admin fee / account holder | $1,508 | $8,046-81.3% | $5,943-74.6% | $10,885-86.1% |