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 | $184,184 | $127,065+45.0% | $113,168+62.8% | $142,382+29.4% |
| Participation rate | 95.7% | 79.2%+16.4pp | 76.6%+19.1pp | 80.1%+15.5pp |
| Annual return | 18.15% | 24.03%-5.9pp | 24.27%-6.1pp | 217.08%-198.9pp |
| Employer contribution / active EE | $1,153 | $3,442-66.5% | $2,975-61.2% | $4,299-73.2% |
| Participant deferral / active EE | $4,997 | $5,716-12.6% | $5,107-2.2% | $6,507-23.2% |
| Admin fee / account holder | $3,510 | $15,736-77.7% | $12,068-70.9% | $12,624-72.2% |