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 | $155,133 | $125,758+23.4% | $169,993-8.7% | $75,163+106.4% |
| Participation rate | 84.4% | 83.6%+0.8pp | 87.0%-2.6pp | 67.2%+17.2pp |
| Annual return | 22.39% | 27.20%-4.8pp | 53.37%-31.0pp | 160.62%-138.2pp |
| Employer contribution / active EE | $2,007 | $4,615-56.5% | $6,785-70.4% | $2,670-24.8% |
| Participant deferral / active EE | $6,905 | $6,837+1.0% | $10,408-33.7% | $4,125+67.4% |
| Admin fee / account holder | $28,210 | $8,173+245.1% | $12,815+120.1% | $5,651+399.2% |