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 | $182,842 | $118,849+53.8% | $96,562+89.4% | $167,490+9.2% |
| Participation rate | 85.7% | 75.5%+10.2pp | 69.8%+15.9pp | 82.1%+3.6pp |
| Annual return | 9.32% | 50.49%-41.2pp | 37.78%-28.5pp | 478.56%-469.2pp |
| Employer contribution / active EE | $1,429 | $3,120-54.2% | $2,356-39.4% | $4,837-70.5% |
| Participant deferral / active EE | $6,127 | $4,616+32.7% | $3,849+59.2% | $6,341-3.4% |
| Admin fee / account holder | $1,164 | $8,065-85.6% | $6,181-81.2% | $12,309-90.5% |