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 | $161,645 | $226,064-28.5% | $182,532-11.4% | $152,861+5.7% |
| Participation rate | 93.3% | 82.5%+10.9pp | 78.0%+15.4pp | 82.4%+10.9pp |
| Annual return | 25.47% | 192.51%-167.0pp | 148.54%-123.1pp | 345.32%-319.8pp |
| Employer contribution / active EE | $1,712 | $4,978-65.6% | $4,076-58.0% | $4,762-64.1% |
| Participant deferral / active EE | $3,003 | $6,368-52.8% | $5,524-45.6% | $5,850-48.7% |
| Admin fee / account holder | $1,592 | $10,703-85.1% | $8,592-81.5% | $11,596-86.3% |