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 | $167,762 | $91,552+83.2% | $133,956+25.2% | $79,858+110.1% |
| Participation rate | 83.8% | 73.3%+10.5pp | 79.8%+4.0pp | 69.6%+14.2pp |
| Annual return | 17.83% | 61.85%-44.0pp | 45.09%-27.3pp | 31.71%-13.9pp |
| Employer contribution / active EE | $1,375 | $2,384-42.3% | $3,919-64.9% | $2,471-44.3% |
| Participant deferral / active EE | $3,734 | $3,7330% | $5,048-26.0% | $3,740-0.2% |
| Admin fee / account holder | $2,624 | $6,321-58.5% | $8,927-70.6% | $5,306-50.5% |