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 | $180,455 | $124,281+45.2% | $109,143+65.3% | $167,490+7.7% |
| Participation rate | 83.3% | 79.4%+3.9pp | 75.9%+7.5pp | 82.1%+1.2pp |
| Annual return | 12.84% | 26.04%-13.2pp | 25.75%-12.9pp | 478.56%-465.7pp |
| Employer contribution / active EE | $1,043 | $4,207-75.2% | $3,722-72.0% | $4,837-78.4% |
| Participant deferral / active EE | $1,753 | $5,255-66.6% | $4,653-62.3% | $6,341-72.4% |
| Admin fee / account holder | $2,322 | $7,970-70.9% | $6,752-65.6% | $12,309-81.1% |