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 | $173,352 | $107,452+61.3% | $91,541+89.4% | $142,382+21.8% |
| Participation rate | 83.3% | 75.1%+8.3pp | 69.8%+13.6pp | 80.1%+3.2pp |
| Annual return | 11.88% | 22.06%-10.2pp | 20.50%-8.6pp | 217.08%-205.2pp |
| Employer contribution / active EE | $1,892 | $2,994-36.8% | $2,505-24.5% | $4,299-56.0% |
| Participant deferral / active EE | $3,777 | $4,754-20.6% | $4,008-5.8% | $6,507-42.0% |
| Admin fee / account holder | $1,245 | $8,834-85.9% | $6,956-82.1% | $12,624-90.1% |