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 | $162,340 | $114,381+41.9% | $107,525+51.0% | $142,382+14.0% |
| Participation rate | 86.7% | 78.1%+8.5pp | 75.1%+11.6pp | 80.1%+6.5pp |
| Annual return | 15.58% | 242.71%-227.1pp | 181.32%-165.7pp | 217.08%-201.5pp |
| Employer contribution / active EE | $1,226 | $4,015-69.5% | $3,754-67.3% | $4,299-71.5% |
| Participant deferral / active EE | $6,186 | $5,564+11.2% | $5,116+20.9% | $6,507-4.9% |
| Admin fee / account holder | $1,663 | $9,860-83.1% | $8,919-81.4% | $12,624-86.8% |