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 | $173,139 | $133,922+29.3% | $116,228+49.0% | $142,382+21.6% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.6%+12.9pp | 80.1%+7.4pp |
| Annual return | 14.22% | 147.76%-133.5pp | 90.06%-75.8pp | 217.08%-202.9pp |
| Employer contribution / active EE | $2,280 | $3,446-33.8% | $2,994-23.9% | $4,299-47.0% |
| Participant deferral / active EE | $5,430 | $5,672-4.3% | $4,953+9.6% | $6,507-16.6% |
| Admin fee / account holder | $1,867 | $14,945-87.5% | $11,989-84.4% | $12,624-85.2% |