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 | $167,245 | $214,378-22.0% | $200,582-16.6% | $142,382+17.5% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 15.48% | 46.41%-30.9pp | 42.33%-26.9pp | 217.08%-201.6pp |
| Employer contribution / active EE | $2,146 | $6,841-68.6% | $6,419-66.6% | $4,299-50.1% |
| Participant deferral / active EE | $5,119 | $9,865-48.1% | $9,331-45.1% | $6,507-21.3% |
| Admin fee / account holder | $48,507 | $17,692+174.2% | $16,305+197.5% | $12,624+284.3% |