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 | $185,444 | $124,425+49.0% | $112,040+65.5% | $137,256+35.1% |
| Participation rate | 90.9% | 79.3%+11.6pp | 76.5%+14.4pp | 80.0%+10.9pp |
| Annual return | 20.86% | 24.72%-3.9pp | 24.52%-3.7pp | 220.34%-199.5pp |
| Employer contribution / active EE | $2,441 | $3,411-28.4% | $2,954-17.4% | $4,156-41.3% |
| Participant deferral / active EE | $9,420 | $5,718+64.7% | $5,098+84.8% | $6,407+47.0% |
| Admin fee / account holder | $876 | $15,207-94.2% | $12,098-92.8% | $12,270-92.9% |