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 | $195,848 | $114,381+71.2% | $107,525+82.1% | $142,382+37.6% |
| Participation rate | 87.0% | 78.1%+8.8pp | 75.1%+11.9pp | 80.1%+6.8pp |
| Annual return | 15.60% | 242.71%-227.1pp | 181.32%-165.7pp | 217.08%-201.5pp |
| Employer contribution / active EE | $1,795 | $4,015-55.3% | $3,754-52.2% | $4,299-58.2% |
| Participant deferral / active EE | $5,875 | $5,564+5.6% | $5,116+14.8% | $6,507-9.7% |
| Admin fee / account holder | $4,516 | $9,860-54.2% | $8,919-49.4% | $12,624-64.2% |