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 | $248,429 | $176,812+40.5% | $146,665+69.4% | $167,490+48.3% |
| Participation rate | 82.4% | 83.6%-1.3pp | 80.1%+2.3pp | 82.1%+0.2pp |
| Annual return | 18.57% | 24.03%-5.5pp | 22.74%-4.2pp | 478.56%-460.0pp |
| Employer contribution / active EE | $2,090 | $5,160-59.5% | $4,136-49.5% | $4,837-56.8% |
| Participant deferral / active EE | $7,757 | $6,440+20.5% | $5,506+40.9% | $6,341+22.3% |
| Admin fee / account holder | $8,242 | $13,259-37.8% | $10,280-19.8% | $12,309-33.0% |