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 | $183,615 | $91,552+100.6% | $133,956+37.1% | $79,858+129.9% |
| Participation rate | 83.7% | 73.3%+10.3pp | 79.8%+3.9pp | 69.6%+14.1pp |
| Annual return | 10.26% | 61.85%-51.6pp | 45.09%-34.8pp | 31.71%-21.5pp |
| Employer contribution / active EE | $2,229 | $2,384-6.5% | $3,919-43.1% | $2,471-9.8% |
| Participant deferral / active EE | $3,170 | $3,733-15.1% | $5,048-37.2% | $3,740-15.2% |
| Admin fee / account holder | $5,634 | $6,321-10.9% | $8,927-36.9% | $5,306+6.2% |