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 | $142,198 | $124,319+14.4% | $111,297+27.8% | $167,490-15.1% |
| Participation rate | 94.7% | 79.6%+15.1pp | 77.3%+17.4pp | 82.1%+12.6pp |
| Annual return | 13.35% | 37.44%-24.1pp | 54.65%-41.3pp | 478.56%-465.2pp |
| Employer contribution / active EE | $4,066 | $3,435+18.4% | $2,731+48.9% | $4,837-16.0% |
| Participant deferral / active EE | $4,974 | $5,180-4.0% | $4,487+10.8% | $6,341-21.6% |
| Admin fee / account holder | $26,968 | $10,618+154.0% | $7,964+238.6% | $12,309+119.1% |