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 | $168,652 | $124,281+35.7% | $109,143+54.5% | $167,490+0.7% |
| Participation rate | 78.3% | 79.4%-1.2pp | 75.9%+2.4pp | 82.1%-3.8pp |
| Annual return | 10.44% | 26.04%-15.6pp | 25.75%-15.3pp | 478.56%-468.1pp |
| Employer contribution / active EE | $6,019 | $4,207+43.0% | $3,722+61.7% | $4,837+24.4% |
| Participant deferral / active EE | $12,037 | $5,255+129.1% | $4,653+158.7% | $6,341+89.8% |
| Admin fee / account holder | $2,047 | $7,970-74.3% | $6,752-69.7% | $12,309-83.4% |