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 | $176,790 | $114,381+54.6% | $107,525+64.4% | $142,382+24.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.93% | 242.71%-225.8pp | 181.32%-164.4pp | 217.08%-200.1pp |
| Employer contribution / active EE | $4,491 | $4,015+11.9% | $3,754+19.7% | $4,299+4.5% |
| Participant deferral / active EE | $7,260 | $5,564+30.5% | $5,116+41.9% | $6,507+11.6% |
| Admin fee / account holder | $2,670 | $9,860-72.9% | $8,919-70.1% | $12,624-78.8% |