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 | $166,075 | $135,952+22.2% | $123,892+34.0% | $273,961-39.4% |
| Participation rate | 94.7% | 84.1%+10.7pp | 81.4%+13.3pp | 83.0%+11.7pp |
| Annual return | 10.49% | 56.63%-46.1pp | 47.52%-37.0pp | 41.45%-31.0pp |
| Employer contribution / active EE | $4,520 | $5,170-12.6% | $4,617-2.1% | $4,869-7.2% |
| Participant deferral / active EE | $9,260 | $6,343+46.0% | $5,984+54.7% | $5,287+75.1% |
| Admin fee / account holder | $1,257 | $9,817-87.2% | $8,357-85.0% | $10,132-87.6% |