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 | $161,934 | $123,909+30.7% | $69,647+132.5% | $145,922+11.0% |
| Participation rate | 85.7% | 69.2%+16.5pp | 66.5%+19.3pp | 80.3%+5.4pp |
| Annual return | 34.78% | 190.55%-155.8pp | 100.48%-65.7pp | 561.29%-526.5pp |
| Employer contribution / active EE | $1,312 | $2,682-51.1% | $1,712-23.4% | $4,660-71.8% |
| Participant deferral / active EE | $2,242 | $4,236-47.1% | $2,886-22.3% | $6,688-66.5% |
| Admin fee / account holder | $1,316 | $7,863-83.3% | $4,713-72.1% | $13,397-90.2% |