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 | $131,697 | $91,190+44.4% | $178,490-26.2% | $79,858+64.9% |
| Participation rate | 84.3% | 69.2%+15.1pp | 81.9%+2.4pp | 69.6%+14.7pp |
| Annual return | 19.18% | 24.19%-5.0pp | 151.07%-131.9pp | 31.71%-12.5pp |
| Employer contribution / active EE | $2,374 | $3,256-27.1% | $5,011-52.6% | $2,471-3.9% |
| Participant deferral / active EE | $5,908 | $3,236+82.6% | $5,202+13.6% | $3,740+58.0% |
| Admin fee / account holder | $7,338 | $6,751+8.7% | $13,984-47.5% | $5,306+38.3% |