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 | $160,471 | $85,202+88.3% | $172,739-7.1% | $72,985+119.9% |
| Participation rate | 83.0% | 70.1%+13.0pp | 82.6%+0.4pp | 69.5%+13.5pp |
| Annual return | 20.97% | 27.32%-6.4pp | 802.84%-781.9pp | 81.00%-60.0pp |
| Employer contribution / active EE | $1,887 | $3,324-43.2% | $5,143-63.3% | $2,440-22.6% |
| Participant deferral / active EE | $4,598 | $3,260+41.0% | $5,198-11.5% | $3,607+27.5% |
| Admin fee / account holder | $1,545 | $5,884-73.7% | $13,954-88.9% | $5,124-69.8% |