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 | $169,673 | $152,587+11.2% | $125,175+35.5% | $152,861+11.0% |
| Participation rate | 92.9% | 83.3%+9.5pp | 79.8%+13.1pp | 82.4%+10.4pp |
| Annual return | 24.24% | 54.84%-30.6pp | 43.79%-19.5pp | 345.32%-321.1pp |
| Employer contribution / active EE | $3,781 | $4,946-23.6% | $3,865-2.2% | $4,762-20.6% |
| Participant deferral / active EE | $3,256 | $5,868-44.5% | $4,937-34.0% | $5,850-44.3% |
| Admin fee / account holder | $1,114 | $13,434-91.7% | $9,702-88.5% | $11,596-90.4% |