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 | $151,283 | $107,334+40.9% | $92,893+62.9% | $152,861-1.0% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.4%+0.9pp |
| Annual return | 13.81% | 145.58%-131.8pp | 109.41%-95.6pp | 345.32%-331.5pp |
| Employer contribution / active EE | $2,563 | $4,221-39.3% | $3,653-29.8% | $4,762-46.2% |
| Participant deferral / active EE | $5,478 | $4,845+13.1% | $4,236+29.3% | $5,850-6.4% |
| Admin fee / account holder | $301 | $7,079-95.7% | $5,794-94.8% | $11,596-97.4% |