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 | $151,786 | $112,729+34.6% | $98,716+53.8% | $137,256+10.6% |
| Participation rate | 94.7% | 74.2%+20.5pp | 69.3%+25.4pp | 80.0%+14.8pp |
| Annual return | 15.46% | 38.48%-23.0pp | 31.81%-16.3pp | 220.34%-204.9pp |
| Employer contribution / active EE | $1,822 | $2,725-33.1% | $2,279-20.0% | $4,156-56.2% |
| Participant deferral / active EE | $3,903 | $4,640-15.9% | $4,048-3.6% | $6,407-39.1% |
| Admin fee / account holder | $893 | $10,129-91.2% | $8,703-89.7% | $12,270-92.7% |