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 | $160,127 | $104,664+53.0% | $85,682+86.9% | $167,490-4.4% |
| Participation rate | 91.7% | 76.4%+15.3pp | 69.9%+21.8pp | 82.1%+9.6pp |
| Annual return | 13.16% | 21.45%-8.3pp | 21.49%-8.3pp | 478.56%-465.4pp |
| Employer contribution / active EE | $2,751 | $3,337-17.6% | $2,618+5.1% | $4,837-43.1% |
| Participant deferral / active EE | $4,157 | $4,824-13.8% | $3,923+6.0% | $6,341-34.4% |
| Admin fee / account holder | $7,249 | $10,032-27.7% | $6,873+5.5% | $12,309-41.1% |