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 | $167,265 | $115,770+44.5% | $101,248+65.2% | $158,922+5.2% |
| Participation rate | 86.4% | 79.4%+7.0pp | 75.8%+10.6pp | 82.0%+4.4pp |
| Annual return | 28.60% | 56.14%-27.5pp | 46.47%-17.9pp | 302.83%-274.2pp |
| Employer contribution / active EE | $2,498 | $4,175-40.2% | $3,660-31.7% | $4,761-47.5% |
| Participant deferral / active EE | $5,906 | $4,957+19.1% | $4,370+35.1% | $5,982-1.3% |
| Admin fee / account holder | $5,074 | $7,245-30.0% | $5,945-14.7% | $11,246-54.9% |