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 | $191,578 | $127,065+50.8% | $113,168+69.3% | $142,382+34.6% |
| Participation rate | 88.2% | 79.2%+9.0pp | 76.6%+11.7pp | 80.1%+8.1pp |
| Annual return | 13.38% | 24.03%-10.6pp | 24.27%-10.9pp | 217.08%-203.7pp |
| Employer contribution / active EE | $1,942 | $3,442-43.6% | $2,975-34.7% | $4,299-54.8% |
| Participant deferral / active EE | $5,319 | $5,716-6.9% | $5,107+4.2% | $6,507-18.3% |
| Admin fee / account holder | $6,332 | $15,736-59.8% | $12,068-47.5% | $12,624-49.8% |