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 | $165,503 | $124,281+33.2% | $109,143+51.6% | $167,490-1.2% |
| Participation rate | 78.9% | 79.4%-0.5pp | 75.9%+3.1pp | 82.1%-3.2pp |
| Annual return | 48.28% | 26.04%+22.2pp | 25.75%+22.5pp | 478.56%-430.3pp |
| Employer contribution / active EE | $1,387 | $4,207-67.0% | $3,722-62.7% | $4,837-71.3% |
| Participant deferral / active EE | $4,036 | $5,255-23.2% | $4,653-13.3% | $6,341-36.3% |
| Admin fee / account holder | $37,365 | $7,970+368.8% | $6,752+453.4% | $12,309+203.6% |