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 | $142,697 | $124,425+14.7% | $112,040+27.4% | $137,256+4.0% |
| Participation rate | 78.9% | 79.3%-0.4pp | 76.5%+2.5pp | 80.0%-1.0pp |
| Annual return | 13.00% | 24.72%-11.7pp | 24.52%-11.5pp | 220.34%-207.3pp |
| Employer contribution / active EE | $2,211 | $3,411-35.2% | $2,954-25.1% | $4,156-46.8% |
| Participant deferral / active EE | $7,179 | $5,718+25.5% | $5,098+40.8% | $6,407+12.0% |
| Admin fee / account holder | $25,036 | $15,207+64.6% | $12,098+106.9% | $12,270+104.0% |