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 | $171,966 | $104,974+63.8% | $95,585+79.9% | $142,382+20.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 14.53% | 210.33%-195.8pp | 38.56%-24.0pp | 217.08%-202.5pp |
| Employer contribution / active EE | $1,623 | $2,779-41.6% | $2,527-35.7% | $4,299-62.2% |
| Participant deferral / active EE | $2,419 | $4,352-44.4% | $4,023-39.9% | $6,507-62.8% |
| Admin fee / account holder | $4,509 | $6,386-29.4% | $6,127-26.4% | $12,624-64.3% |