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 | $161,983 | $125,758+28.8% | $169,993-4.7% | $75,163+115.5% |
| Participation rate | 85.1% | 83.6%+1.5pp | 87.0%-1.9pp | 67.2%+17.9pp |
| Annual return | 17.74% | 27.20%-9.5pp | 53.37%-35.6pp | 160.62%-142.9pp |
| Employer contribution / active EE | $2,186 | $4,615-52.6% | $6,785-67.8% | $2,670-18.1% |
| Participant deferral / active EE | $8,414 | $6,837+23.1% | $10,408-19.2% | $4,125+104.0% |
| Admin fee / account holder | $13,160 | $8,173+61.0% | $12,815+2.7% | $5,651+132.9% |