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 4-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 | $162,432 | $112,729+44.1% | $98,716+64.5% | $137,256+18.3% |
| Participation rate | 90.5% | 74.2%+16.2pp | 69.3%+21.2pp | 80.0%+10.5pp |
| Annual return | 10.14% | 38.48%-28.3pp | 31.81%-21.7pp | 220.34%-210.2pp |
| Employer contribution / active EE | $2,681 | $2,725-1.6% | $2,279+17.7% | $4,156-35.5% |
| Participant deferral / active EE | $4,262 | $4,640-8.2% | $4,048+5.3% | $6,407-33.5% |
| Admin fee / account holder | $750 | $10,129-92.6% | $8,703-91.4% | $12,270-93.9% |