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 | $140,973 | $117,841+19.6% | $102,423+37.6% | $145,922-3.4% |
| Participation rate | 84.6% | 78.6%+6.0pp | 76.5%+8.1pp | 80.3%+4.3pp |
| Annual return | 12.15% | 31.65%-19.5pp | 29.32%-17.2pp | 561.29%-549.1pp |
| Employer contribution / active EE | $2,154 | $3,615-40.4% | $3,023-28.8% | $4,660-53.8% |
| Participant deferral / active EE | $4,170 | $5,731-27.2% | $5,053-17.5% | $6,688-37.6% |
| Admin fee / account holder | $786 | $13,326-94.1% | $9,451-91.7% | $13,397-94.1% |