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 | $151,141 | $91,538+65.1% | $129,995+16.3% | $75,163+101.1% |
| Participation rate | 70.0% | 71.4%-1.4pp | 78.5%-8.5pp | 67.2%+2.8pp |
| Annual return | 15.40% | -631.11%+646.5pp | -137.18%+152.6pp | 160.62%-145.2pp |
| Employer contribution / active EE | $1,833 | $2,845-35.6% | $4,320-57.6% | $2,670-31.3% |
| Participant deferral / active EE | $3,020 | $4,341-30.4% | $5,820-48.1% | $4,125-26.8% |
| Admin fee / account holder | $1,829 | $6,790-73.1% | $10,614-82.8% | $5,651-67.6% |