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 | $171,347 | $91,538+87.2% | $129,995+31.8% | $75,163+128.0% |
| Participation rate | 96.9% | 71.4%+25.4pp | 78.5%+18.4pp | 67.2%+29.7pp |
| Annual return | 15.63% | -631.11%+646.7pp | -137.18%+152.8pp | 160.62%-145.0pp |
| Employer contribution / active EE | $3,779 | $2,845+32.8% | $4,320-12.5% | $2,670+41.5% |
| Participant deferral / active EE | $4,041 | $4,341-6.9% | $5,820-30.6% | $4,125-2.0% |
| Admin fee / account holder | $2,384 | $6,790-64.9% | $10,614-77.5% | $5,651-57.8% |