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 | $232,137 | $176,812+31.3% | $146,665+58.3% | $167,490+38.6% |
| Participation rate | 83.3% | 83.6%-0.3pp | 80.1%+3.3pp | 82.1%+1.2pp |
| Annual return | 9.63% | 24.03%-14.4pp | 22.74%-13.1pp | 478.56%-468.9pp |
| Employer contribution / active EE | $6,937 | $5,160+34.4% | $4,136+67.7% | $4,837+43.4% |
| Participant deferral / active EE | $4,321 | $6,440-32.9% | $5,506-21.5% | $6,341-31.9% |
| Admin fee / account holder | $3,646 | $13,259-72.5% | $10,280-64.5% | $12,309-70.4% |