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 | $141,540 | $111,724+26.7% | $93,606+51.2% | $145,922-3.0% |
| Participation rate | 71.4% | 74.2%-2.8pp | 68.7%+2.7pp | 80.3%-8.8pp |
| Annual return | 12.27% | 202.98%-190.7pp | 133.20%-120.9pp | 561.29%-549.0pp |
| Employer contribution / active EE | $1,458 | $3,090-52.8% | $2,420-39.7% | $4,660-68.7% |
| Participant deferral / active EE | $5,373 | $4,912+9.4% | $4,411+21.8% | $6,688-19.7% |
| Admin fee / account holder | $23,605 | $10,250+130.3% | $8,285+184.9% | $13,397+76.2% |