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 | $167,613 | $91,538+83.1% | $129,995+28.9% | $75,163+123.0% |
| Participation rate | 75.7% | 71.4%+4.2pp | 78.5%-2.8pp | 67.2%+8.5pp |
| Annual return | 14.38% | -631.11%+645.5pp | -137.18%+151.6pp | 160.62%-146.2pp |
| Employer contribution / active EE | $2,453 | $2,845-13.8% | $4,320-43.2% | $2,670-8.1% |
| Participant deferral / active EE | $5,628 | $4,341+29.6% | $5,820-3.3% | $4,125+36.4% |
| Admin fee / account holder | $13,259 | $6,790+95.3% | $10,614+24.9% | $5,651+134.6% |