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 3-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 | $175,432 | $117,983+48.7% | $101,794+72.3% | $142,382+23.2% |
| Participation rate | 90.9% | 74.2%+16.7pp | 69.2%+21.7pp | 80.1%+10.8pp |
| Annual return | 17.01% | 36.92%-19.9pp | 30.53%-13.5pp | 217.08%-200.1pp |
| Employer contribution / active EE | $1,644 | $2,773-40.7% | $2,289-28.2% | $4,299-61.8% |
| Participant deferral / active EE | $5,472 | $4,714+16.1% | $4,084+34.0% | $6,507-15.9% |
| Admin fee / account holder | $3,825 | $10,433-63.3% | $8,777-56.4% | $12,624-69.7% |