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 | $182,152 | $95,561+90.6% | $77,163+136.1% | $139,434+30.6% |
| Participation rate | 71.4% | 73.9%-2.5pp | 69.6%+1.9pp | 80.3%-8.9pp |
| Annual return | 15.11% | 54.92%-39.8pp | 37.87%-22.8pp | 372.94%-357.8pp |
| Employer contribution / active EE | $1,915 | $3,147-39.1% | $2,535-24.4% | $4,751-59.7% |
| Participant deferral / active EE | $4,087 | $4,624-11.6% | $3,833+6.6% | $6,710-39.1% |
| Admin fee / account holder | $521 | $8,295-93.7% | $5,472-90.5% | $11,403-95.4% |