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 | $163,986 | $154,117+6.4% | $129,995+26.1% | $139,434+17.6% |
| Participation rate | 95.7% | 82.0%+13.7pp | 78.5%+17.2pp | 80.3%+15.3pp |
| Annual return | 15.92% | 32.48%-16.6pp | -137.18%+153.1pp | 372.94%-357.0pp |
| Employer contribution / active EE | $1,316 | $5,289-75.1% | $4,320-69.5% | $4,751-72.3% |
| Participant deferral / active EE | $3,584 | $6,710-46.6% | $5,820-38.4% | $6,710-46.6% |
| Admin fee / account holder | $462 | $14,007-96.7% | $10,614-95.6% | $11,403-95.9% |