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 | $144,561 | $102,317+41.3% | $146,958-1.6% | $80,856+78.8% |
| Participation rate | 91.8% | 75.8%+16.0pp | 82.2%+9.6pp | 67.6%+24.2pp |
| Annual return | 23.48% | 134.76%-111.3pp | 418.34%-394.9pp | 35.59%-12.1pp |
| Employer contribution / active EE | $5,321 | $3,713+43.3% | $4,933+7.9% | $2,755+93.1% |
| Participant deferral / active EE | $7,053 | $6,644+6.2% | $8,070-12.6% | $4,296+64.2% |
| Admin fee / account holder | $7,915 | $7,941-0.3% | $12,998-39.1% | $6,918+14.4% |