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 | $170,284 | $91,190+86.7% | $178,490-4.6% | $79,858+113.2% |
| Participation rate | 85.7% | 69.2%+16.5pp | 81.9%+3.8pp | 69.6%+16.1pp |
| Annual return | 15.24% | 24.19%-8.9pp | 151.07%-135.8pp | 31.71%-16.5pp |
| Employer contribution / active EE | $2,099 | $3,256-35.5% | $5,011-58.1% | $2,471-15.1% |
| Participant deferral / active EE | $5,704 | $3,236+76.3% | $5,202+9.7% | $3,740+52.5% |
| Admin fee / account holder | $3,691 | $6,751-45.3% | $13,984-73.6% | $5,306-30.4% |