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 | $157,180 | $124,425+26.3% | $112,040+40.3% | $137,256+14.5% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.5%+6.8pp | 80.0%+3.4pp |
| Annual return | 17.14% | 24.72%-7.6pp | 24.52%-7.4pp | 220.34%-203.2pp |
| Employer contribution / active EE | $19,927 | $3,411+484.1% | $2,954+574.6% | $4,156+379.5% |
| Participant deferral / active EE | $12,293 | $5,718+115.0% | $5,098+141.1% | $6,407+91.9% |
| Admin fee / account holder | $4,042 | $15,207-73.4% | $12,098-66.6% | $12,270-67.1% |