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 | $179,475 | $132,634+35.3% | $115,768+55.0% | $137,256+30.8% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.4%+0.6pp | 80.0%-5.0pp |
| Annual return | 10.09% | 160.70%-150.6pp | 100.46%-90.4pp | 220.34%-210.3pp |
| Employer contribution / active EE | $1,503 | $3,360-55.3% | $2,940-48.9% | $4,156-63.8% |
| Participant deferral / active EE | $6,379 | $5,619+13.5% | $4,917+29.7% | $6,407-0.4% |
| Admin fee / account holder | $4,521 | $15,028-69.9% | $12,439-63.7% | $12,270-63.2% |