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 | $160,328 | $112,881+42.0% | $90,951+76.3% | $158,922+0.9% |
| Participation rate | 70.0% | 74.7%-4.7pp | 69.0%+1.0pp | 82.0%-12.0pp |
| Annual return | 5.80% | 215.79%-210.0pp | 134.60%-128.8pp | 302.83%-297.0pp |
| Employer contribution / active EE | $1,567 | $2,893-45.8% | $2,122-26.1% | $4,761-67.1% |
| Participant deferral / active EE | $2,596 | $4,128-37.1% | $3,373-23.0% | $5,982-56.6% |
| Admin fee / account holder | $9,059 | $8,041+12.7% | $5,959+52.0% | $11,246-19.4% |