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 | $215,243 | $124,281+73.2% | $109,143+97.2% | $167,490+28.5% |
| Participation rate | 92.3% | 79.4%+12.9pp | 75.9%+16.4pp | 82.1%+10.2pp |
| Annual return | 11.56% | 26.04%-14.5pp | 25.75%-14.2pp | 478.56%-467.0pp |
| Employer contribution / active EE | $2,369 | $4,207-43.7% | $3,722-36.3% | $4,837-51.0% |
| Participant deferral / active EE | $5,288 | $5,255+0.6% | $4,653+13.7% | $6,341-16.6% |
| Admin fee / account holder | $9,155 | $7,970+14.9% | $6,752+35.6% | $12,309-25.6% |