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 | $174,335 | $117,841+47.9% | $102,423+70.2% | $145,922+19.5% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 18.82% | 31.65%-12.8pp | 29.32%-10.5pp | 561.29%-542.5pp |
| Employer contribution / active EE | $3,519 | $3,615-2.6% | $3,023+16.4% | $4,660-24.5% |
| Participant deferral / active EE | $10,468 | $5,731+82.7% | $5,053+107.2% | $6,688+56.5% |
| Admin fee / account holder | $2,084 | $13,326-84.4% | $9,451-77.9% | $13,397-84.4% |