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 | $164,908 | $124,281+32.7% | $109,143+51.1% | $167,490-1.5% |
| Participation rate | 95.2% | 79.4%+15.8pp | 75.9%+19.4pp | 82.1%+13.1pp |
| Annual return | 12.81% | 26.04%-13.2pp | 25.75%-12.9pp | 478.56%-465.7pp |
| Employer contribution / active EE | $12,139 | $4,207+188.5% | $3,722+226.1% | $4,837+150.9% |
| Participant deferral / active EE | $9,285 | $5,255+76.7% | $4,653+99.5% | $6,341+46.4% |
| Admin fee / account holder | $59,398 | $7,970+645.3% | $6,752+779.7% | $12,309+382.6% |