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 | $167,582 | $91,190+83.8% | $178,490-6.1% | $79,858+109.9% |
| Participation rate | 83.6% | 69.2%+14.4pp | 81.9%+1.7pp | 69.6%+13.9pp |
| Annual return | 17.86% | 24.19%-6.3pp | 151.07%-133.2pp | 31.71%-13.9pp |
| Employer contribution / active EE | $4,998 | $3,256+53.5% | $5,011-0.2% | $2,471+102.3% |
| Participant deferral / active EE | $5,041 | $3,236+55.8% | $5,202-3.1% | $3,740+34.8% |
| Admin fee / account holder | $1,815 | $6,751-73.1% | $13,984-87.0% | $5,306-65.8% |