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 | $166,458 | $132,634+25.5% | $115,768+43.8% | $137,256+21.3% |
| Participation rate | 77.8% | 77.9%-0.1pp | 74.4%+3.4pp | 80.0%-2.2pp |
| Annual return | 12.64% | 160.70%-148.1pp | 100.46%-87.8pp | 220.34%-207.7pp |
| Employer contribution / active EE | $2,379 | $3,360-29.2% | $2,940-19.1% | $4,156-42.8% |
| Participant deferral / active EE | $8,447 | $5,619+50.3% | $4,917+71.8% | $6,407+31.8% |
| Admin fee / account holder | $1,191 | $15,028-92.1% | $12,439-90.4% | $12,270-90.3% |