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 | $175,900 | $152,587+15.3% | $125,175+40.5% | $152,861+15.1% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.4%+0.9pp |
| Annual return | 22.18% | 54.84%-32.7pp | 43.79%-21.6pp | 345.32%-323.1pp |
| Employer contribution / active EE | $3,499 | $4,946-29.3% | $3,865-9.5% | $4,762-26.5% |
| Participant deferral / active EE | $3,046 | $5,868-48.1% | $4,937-38.3% | $5,850-47.9% |
| Admin fee / account holder | $18,281 | $13,434+36.1% | $9,702+88.4% | $11,596+57.6% |