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 | $124,425+43.9% | $112,040+59.8% | $137,256+30.4% |
| Participation rate | 91.7% | 79.3%+12.4pp | 76.5%+15.2pp | 80.0%+11.7pp |
| Annual return | 15.96% | 24.72%-8.8pp | 24.52%-8.6pp | 220.34%-204.4pp |
| Employer contribution / active EE | $3,005 | $3,411-11.9% | $2,954+1.7% | $4,156-27.7% |
| Participant deferral / active EE | $8,088 | $5,718+41.4% | $5,098+58.7% | $6,407+26.2% |
| Admin fee / account holder | $4,188 | $15,207-72.5% | $12,098-65.4% | $12,270-65.9% |