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 | $163,514 | $123,793+32.1% | $177,821-8.0% | $79,858+104.8% |
| Participation rate | 87.8% | 84.7%+3.1pp | 87.7%+0.1pp | 69.6%+18.2pp |
| Annual return | 12.67% | 22.82%-10.2pp | 48.32%-35.7pp | 31.71%-19.0pp |
| Employer contribution / active EE | $1,541 | $4,095-62.4% | $5,918-74.0% | $2,471-37.6% |
| Participant deferral / active EE | $6,120 | $5,956+2.7% | $7,714-20.7% | $3,740+63.6% |
| Admin fee / account holder | $1,435 | $7,243-80.2% | $12,427-88.4% | $5,306-72.9% |