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 | $177,216 | $138,065+28.4% | $123,544+43.4% | $135,375+30.9% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | 1.46% | 153.68%-152.2pp | 119.20%-117.7pp | 519.73%-518.3pp |
| Employer contribution / active EE | $2,717 | $5,151-47.3% | $4,628-41.3% | $4,779-43.1% |
| Participant deferral / active EE | $13,388 | $6,799+96.9% | $6,426+108.4% | $5,609+138.7% |
| Admin fee / account holder | $3,779 | $10,916-65.4% | $9,284-59.3% | $10,827-65.1% |