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 | $161,802 | $91,190+77.4% | $178,490-9.3% | $79,858+102.6% |
| Participation rate | 80.0% | 69.2%+10.8pp | 81.9%-1.9pp | 69.6%+10.4pp |
| Annual return | 19.46% | 24.19%-4.7pp | 151.07%-131.6pp | 31.71%-12.3pp |
| Employer contribution / active EE | $2,269 | $3,256-30.3% | $5,011-54.7% | $2,471-8.2% |
| Participant deferral / active EE | $4,530 | $3,236+40.0% | $5,202-12.9% | $3,740+21.1% |
| Admin fee / account holder | $1,656 | $6,751-75.5% | $13,984-88.2% | $5,306-68.8% |