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 | $124,425+30.1% | $112,040+44.5% | $137,256+17.9% |
| Participation rate | 94.7% | 79.3%+15.4pp | 76.5%+18.2pp | 80.0%+14.8pp |
| Annual return | 13.75% | 24.72%-11.0pp | 24.52%-10.8pp | 220.34%-206.6pp |
| Employer contribution / active EE | $2,699 | $3,411-20.9% | $2,954-8.6% | $4,156-35.1% |
| Participant deferral / active EE | $7,828 | $5,718+36.9% | $5,098+53.6% | $6,407+22.2% |
| Admin fee / account holder | $1,269 | $15,207-91.7% | $12,098-89.5% | $12,270-89.7% |