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 | $161,886 | $127,065+27.4% | $113,168+43.0% | $142,382+13.7% |
| Participation rate | 94.7% | 79.2%+15.5pp | 76.6%+18.2pp | 80.1%+14.6pp |
| Annual return | 13.75% | 24.03%-10.3pp | 24.27%-10.5pp | 217.08%-203.3pp |
| Employer contribution / active EE | $2,699 | $3,442-21.6% | $2,975-9.3% | $4,299-37.2% |
| Participant deferral / active EE | $7,828 | $5,716+36.9% | $5,107+53.3% | $6,507+20.3% |
| Admin fee / account holder | $1,269 | $15,736-91.9% | $12,068-89.5% | $12,624-89.9% |