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 | $119,667 | $103,376+15.8% | $87,100+37.4% | $152,861-21.7% |
| Participation rate | 91.7% | 79.3%+12.3pp | 76.9%+14.8pp | 82.4%+9.2pp |
| Annual return | 18.66% | 28.10%-9.4pp | 28.19%-9.5pp | 345.32%-326.7pp |
| Employer contribution / active EE | $1,980 | $3,220-38.5% | $2,521-21.5% | $4,762-58.4% |
| Participant deferral / active EE | $9,622 | $4,778+101.4% | $4,049+137.7% | $5,850+64.5% |
| Admin fee / account holder | $12,270 | $12,205+0.5% | $7,497+63.7% | $11,596+5.8% |