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 | $180,645 | $124,425+45.2% | $112,040+61.2% | $137,256+31.6% |
| Participation rate | 91.7% | 79.3%+12.4pp | 76.5%+15.2pp | 80.0%+11.7pp |
| Annual return | 13.34% | 24.72%-11.4pp | 24.52%-11.2pp | 220.34%-207.0pp |
| Employer contribution / active EE | $5,575 | $3,411+63.4% | $2,954+88.7% | $4,156+34.1% |
| Participant deferral / active EE | $9,669 | $5,718+69.1% | $5,098+89.7% | $6,407+50.9% |
| Admin fee / account holder | $9,448 | $15,207-37.9% | $12,098-21.9% | $12,270-23.0% |