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 | $224,221 | $135,952+64.9% | $123,892+81.0% | $273,961-18.2% |
| Participation rate | 91.3% | 84.1%+7.2pp | 81.4%+9.9pp | 83.0%+8.3pp |
| Annual return | 9.26% | 56.63%-47.4pp | 47.52%-38.3pp | 41.45%-32.2pp |
| Employer contribution / active EE | $4,348 | $5,170-15.9% | $4,617-5.8% | $4,869-10.7% |
| Participant deferral / active EE | $4,947 | $6,343-22.0% | $5,984-17.3% | $5,287-6.4% |
| Admin fee / account holder | $645 | $9,817-93.4% | $8,357-92.3% | $10,132-93.6% |