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 | $178,734 | $124,281+43.8% | $109,143+63.8% | $167,490+6.7% |
| Participation rate | 71.4% | 79.4%-8.0pp | 75.9%-4.4pp | 82.1%-10.7pp |
| Annual return | 12.86% | 26.04%-13.2pp | 25.75%-12.9pp | 478.56%-465.7pp |
| Employer contribution / active EE | $8,848 | $4,207+110.3% | $3,722+137.7% | $4,837+82.9% |
| Participant deferral / active EE | $5,655 | $5,255+7.6% | $4,653+21.5% | $6,341-10.8% |
| Admin fee / account holder | $1,067 | $7,970-86.6% | $6,752-84.2% | $12,309-91.3% |