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 | $169,995 | $107,791+57.7% | $90,645+87.5% | $135,375+25.6% |
| Participation rate | 90.0% | 78.0%+12.0pp | 74.0%+16.0pp | 82.6%+7.4pp |
| Annual return | 7.66% | -0.90%+8.6pp | 1.88%+5.8pp | 519.73%-512.1pp |
| Employer contribution / active EE | $5,389 | $3,018+78.6% | $2,532+112.8% | $4,779+12.8% |
| Participant deferral / active EE | $4,584 | $3,872+18.4% | $3,425+33.9% | $5,609-18.3% |
| Admin fee / account holder | $29,501 | $5,930+397.5% | $4,994+490.8% | $10,827+172.5% |