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 | $176,076 | $133,922+31.5% | $116,228+51.5% | $142,382+23.7% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.6%+5.4pp | 80.1%-0.1pp |
| Annual return | 18.64% | 147.76%-129.1pp | 90.06%-71.4pp | 217.08%-198.4pp |
| Employer contribution / active EE | $2,858 | $3,446-17.0% | $2,994-4.5% | $4,299-33.5% |
| Participant deferral / active EE | $5,825 | $5,672+2.7% | $4,953+17.6% | $6,507-10.5% |
| Admin fee / account holder | $8,317 | $14,945-44.4% | $11,989-30.6% | $12,624-34.1% |