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 | $184,467 | $148,978+23.8% | $200,582-8.0% | $84,808+117.5% |
| Participation rate | 90.4% | 84.2%+6.2pp | 86.9%+3.5pp | 68.3%+22.1pp |
| Annual return | 16.76% | 28.16%-11.4pp | 42.33%-25.6pp | 40.90%-24.1pp |
| Employer contribution / active EE | $6,097 | $4,815+26.6% | $6,419-5.0% | $2,631+131.7% |
| Participant deferral / active EE | $6,452 | $7,142-9.7% | $9,331-30.9% | $4,212+53.2% |
| Admin fee / account holder | $6,785 | $13,977-51.5% | $16,305-58.4% | $7,344-7.6% |