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 | $179,031 | $127,065+40.9% | $113,168+58.2% | $142,382+25.7% |
| Participation rate | 91.7% | 79.2%+12.5pp | 76.6%+15.1pp | 80.1%+11.5pp |
| Annual return | 15.96% | 24.03%-8.1pp | 24.27%-8.3pp | 217.08%-201.1pp |
| Employer contribution / active EE | $3,005 | $3,442-12.7% | $2,975+1.0% | $4,299-30.1% |
| Participant deferral / active EE | $8,088 | $5,716+41.5% | $5,107+58.4% | $6,507+24.3% |
| Admin fee / account holder | $4,188 | $15,736-73.4% | $12,068-65.3% | $12,624-66.8% |