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 | $163,206 | $91,190+79.0% | $178,490-8.6% | $79,858+104.4% |
| Participation rate | 96.2% | 69.2%+27.0pp | 81.9%+14.3pp | 69.6%+26.6pp |
| Annual return | 10.42% | 24.19%-13.8pp | 151.07%-140.6pp | 31.71%-21.3pp |
| Employer contribution / active EE | $1,317 | $3,256-59.5% | $5,011-73.7% | $2,471-46.7% |
| Participant deferral / active EE | $4,401 | $3,236+36.0% | $5,202-15.4% | $3,740+17.7% |
| Admin fee / account holder | $4,579 | $6,751-32.2% | $13,984-67.3% | $5,306-13.7% |