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 | $160,792 | $111,535+44.2% | $105,223+52.8% | $137,256+17.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 13.76% | 237.85%-224.1pp | 180.65%-166.9pp | 220.34%-206.6pp |
| Employer contribution / active EE | $1,167 | $3,939-70.4% | $3,689-68.4% | $4,156-71.9% |
| Participant deferral / active EE | $4,597 | $5,500-16.4% | $5,072-9.4% | $6,407-28.2% |
| Admin fee / account holder | $1,976 | $9,721-79.7% | $8,859-77.7% | $12,270-83.9% |