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 | $160,152 | $91,190+75.6% | $178,490-10.3% | $79,858+100.5% |
| Participation rate | 96.3% | 69.2%+27.1pp | 81.9%+14.4pp | 69.6%+26.7pp |
| Annual return | 12.59% | 24.19%-11.6pp | 151.07%-138.5pp | 31.71%-19.1pp |
| Employer contribution / active EE | $2,067 | $3,256-36.5% | $5,011-58.8% | $2,471-16.3% |
| Participant deferral / active EE | $4,987 | $3,236+54.1% | $5,202-4.1% | $3,740+33.3% |
| Admin fee / account holder | $1,241 | $6,751-81.6% | $13,984-91.1% | $5,306-76.6% |