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 | $114,381+40.6% | $107,525+49.5% | $142,382+12.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.76% | 242.71%-228.9pp | 181.32%-167.6pp | 217.08%-203.3pp |
| Employer contribution / active EE | $1,167 | $4,015-70.9% | $3,754-68.9% | $4,299-72.9% |
| Participant deferral / active EE | $4,597 | $5,564-17.4% | $5,116-10.1% | $6,507-29.4% |
| Admin fee / account holder | $1,976 | $9,860-80.0% | $8,919-77.8% | $12,624-84.3% |