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 | $182,663 | $111,535+63.8% | $105,223+73.6% | $137,256+33.1% |
| Participation rate | 81.8% | 78.1%+3.7pp | 75.0%+6.8pp | 80.0%+1.9pp |
| Annual return | 16.89% | 237.85%-221.0pp | 180.65%-163.8pp | 220.34%-203.5pp |
| Employer contribution / active EE | $5,086 | $3,939+29.1% | $3,689+37.9% | $4,156+22.4% |
| Participant deferral / active EE | $7,981 | $5,500+45.1% | $5,072+57.4% | $6,407+24.6% |
| Admin fee / account holder | $722 | $9,721-92.6% | $8,859-91.9% | $12,270-94.1% |