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 | $168,964 | $104,251+62.1% | $91,001+85.7% | $147,584+14.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 15.76% | 27.06%-11.3pp | 4.60%+11.2pp | 578.55%-562.8pp |
| Employer contribution / active EE | $2,150 | $3,116-31.0% | $2,456-12.4% | $4,876-55.9% |
| Participant deferral / active EE | $4,925 | $4,195+17.4% | $3,547+38.8% | $5,439-9.4% |
| Admin fee / account holder | $399 | $8,948-95.5% | $5,417-92.6% | $10,885-96.3% |