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 | $168,301 | $152,587+10.3% | $125,175+34.5% | $152,861+10.1% |
| Participation rate | 95.2% | 83.3%+11.9pp | 79.8%+15.5pp | 82.4%+12.8pp |
| Annual return | 27.05% | 54.84%-27.8pp | 43.79%-16.7pp | 345.32%-318.3pp |
| Employer contribution / active EE | $2,122 | $4,946-57.1% | $3,865-45.1% | $4,762-55.4% |
| Participant deferral / active EE | $6,820 | $5,868+16.2% | $4,937+38.1% | $5,850+16.6% |
| Admin fee / account holder | $867 | $13,434-93.5% | $9,702-91.1% | $11,596-92.5% |