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 | $163,929 | $111,754+46.7% | $103,333+58.6% | $145,922+12.3% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 10.14% | 24.77%-14.6pp | 24.88%-14.7pp | 561.29%-551.1pp |
| Employer contribution / active EE | $1,469 | $4,212-65.1% | $3,868-62.0% | $4,660-68.5% |
| Participant deferral / active EE | $4,851 | $5,619-13.7% | $5,057-4.1% | $6,688-27.5% |
| Admin fee / account holder | $1,485 | $9,750-84.8% | $8,355-82.2% | $13,397-88.9% |