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 | $159,223 | $107,452+48.2% | $91,541+73.9% | $142,382+11.8% |
| Participation rate | 80.0% | 75.1%+4.9pp | 69.8%+10.2pp | 80.1%-0.1pp |
| Annual return | 15.95% | 22.06%-6.1pp | 20.50%-4.6pp | 217.08%-201.1pp |
| Employer contribution / active EE | $1,394 | $2,994-53.4% | $2,505-44.3% | $4,299-67.6% |
| Participant deferral / active EE | $1,777 | $4,754-62.6% | $4,008-55.7% | $6,507-72.7% |
| Admin fee / account holder | $1,274 | $8,834-85.6% | $6,956-81.7% | $12,624-89.9% |