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 | $145,458 | $102,616+41.7% | $81,983+77.4% | $158,922-8.5% |
| Participation rate | 71.4% | 75.5%-4.1pp | 69.2%+2.2pp | 82.0%-10.5pp |
| Annual return | 21.19% | 61.04%-39.9pp | 41.31%-20.1pp | 302.83%-281.6pp |
| Employer contribution / active EE | $5,643 | $3,240+74.2% | $2,498+125.9% | $4,761+18.5% |
| Participant deferral / active EE | $14,961 | $4,648+221.9% | $3,722+302.0% | $5,982+150.1% |
| Admin fee / account holder | $26,901 | $8,235+226.7% | $5,664+375.0% | $11,246+139.2% |