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 | $176,290 | $114,381+54.1% | $107,525+64.0% | $142,382+23.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 12.55% | 242.71%-230.2pp | 181.32%-168.8pp | 217.08%-204.5pp |
| Employer contribution / active EE | $2,742 | $4,015-31.7% | $3,754-26.9% | $4,299-36.2% |
| Participant deferral / active EE | $7,502 | $5,564+34.8% | $5,116+46.7% | $6,507+15.3% |
| Admin fee / account holder | $384 | $9,860-96.1% | $8,919-95.7% | $12,624-97.0% |