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 | $179,846 | $93,346+92.7% | $71,796+150.5% | $273,961-34.4% |
| Participation rate | 83.3% | 76.5%+6.8pp | 69.1%+14.2pp | 83.0%+0.3pp |
| Annual return | 7.68% | 130.39%-122.7pp | 78.04%-70.4pp | 41.45%-33.8pp |
| Employer contribution / active EE | $1,408 | $2,733-48.5% | $1,924-26.8% | $4,869-71.1% |
| Participant deferral / active EE | $7,915 | $3,475+127.8% | $2,794+183.2% | $5,287+49.7% |
| Admin fee / account holder | $539 | $6,571-91.8% | $4,815-88.8% | $10,132-94.7% |