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 | $179,456 | $214,378-16.3% | $200,582-10.5% | $142,382+26.0% |
| Participation rate | 95.5% | 87.4%+8.0pp | 86.9%+8.6pp | 80.1%+15.3pp |
| Annual return | 16.36% | 46.41%-30.0pp | 42.33%-26.0pp | 217.08%-200.7pp |
| Employer contribution / active EE | $2,436 | $6,841-64.4% | $6,419-62.0% | $4,299-43.3% |
| Participant deferral / active EE | $4,683 | $9,865-52.5% | $9,331-49.8% | $6,507-28.0% |
| Admin fee / account holder | $5,389 | $17,692-69.5% | $16,305-66.9% | $12,624-57.3% |