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 | $242,764 | $167,484+44.9% | $151,611+60.1% | $134,475+80.5% |
| Participation rate | 92.3% | 88.4%+3.9pp | 87.5%+4.8pp | 81.2%+11.1pp |
| Annual return | -15.71% | 7.80%-23.5pp | 3.33%-19.0pp | 417.96%-433.7pp |
| Employer contribution / active EE | $3,342 | $6,829-51.1% | $6,166-45.8% | $4,740-29.5% |
| Participant deferral / active EE | $12,325 | $8,986+37.2% | $8,363+47.4% | $6,400+92.6% |
| Admin fee / account holder | $878 | $13,783-93.6% | $11,616-92.4% | $11,426-92.3% |