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 | $170,005 | $152,460+11.5% | $118,746+43.2% | $147,584+15.2% |
| Participation rate | 78.6% | 82.3%-3.7pp | 78.3%+0.3pp | 82.8%-4.3pp |
| Annual return | 12.89% | 17.41%-4.5pp | 24.54%-11.6pp | 578.55%-565.7pp |
| Employer contribution / active EE | $2,223 | $5,046-55.9% | $4,193-47.0% | $4,876-54.4% |
| Participant deferral / active EE | $2,772 | $6,212-55.4% | $5,332-48.0% | $5,439-49.0% |
| Admin fee / account holder | $620 | $16,953-96.3% | $10,720-94.2% | $10,885-94.3% |