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 | $165,439 | $124,425+33.0% | $112,040+47.7% | $137,256+20.5% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.5%+9.2pp | 80.0%+5.8pp |
| Annual return | 18.52% | 24.72%-6.2pp | 24.52%-6.0pp | 220.34%-201.8pp |
| Employer contribution / active EE | $1,774 | $3,411-48.0% | $2,954-40.0% | $4,156-57.3% |
| Participant deferral / active EE | $3,720 | $5,718-35.0% | $5,098-27.0% | $6,407-41.9% |
| Admin fee / account holder | $30,065 | $15,207+97.7% | $12,098+148.5% | $12,270+145.0% |