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 | $139,318 | $99,079+40.6% | $77,999+78.6% | $273,961-49.1% |
| Participation rate | 77.8% | 78.6%-0.8pp | 75.5%+2.3pp | 83.0%-5.2pp |
| Annual return | 7.85% | 217.93%-210.1pp | 425.96%-418.1pp | 41.45%-33.6pp |
| Employer contribution / active EE | $1,913 | $3,308-42.2% | $2,470-22.6% | $4,869-60.7% |
| Participant deferral / active EE | $5,791 | $4,306+34.5% | $3,497+65.6% | $5,287+9.5% |
| Admin fee / account holder | $984 | $8,954-89.0% | $5,480-82.0% | $10,132-90.3% |