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 | $181,871 | $118,849+53.0% | $96,562+88.3% | $167,490+8.6% |
| Participation rate | 73.3% | 75.5%-2.1pp | 69.8%+3.5pp | 82.1%-8.8pp |
| Annual return | 14.99% | 50.49%-35.5pp | 37.78%-22.8pp | 478.56%-463.6pp |
| Employer contribution / active EE | $1,314 | $3,120-57.9% | $2,356-44.2% | $4,837-72.8% |
| Participant deferral / active EE | $4,179 | $4,616-9.5% | $3,849+8.6% | $6,341-34.1% |
| Admin fee / account holder | $3,553 | $8,065-55.9% | $6,181-42.5% | $12,309-71.1% |