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 | $174,712 | $127,777+36.7% | $106,548+64.0% | $167,490+4.3% |
| Participation rate | 85.7% | 78.3%+7.4pp | 76.1%+9.6pp | 82.1%+3.6pp |
| Annual return | 11.13% | 33.87%-22.7pp | 26.80%-15.7pp | 478.56%-467.4pp |
| Employer contribution / active EE | $3,272 | $3,427-4.5% | $2,819+16.1% | $4,837-32.4% |
| Participant deferral / active EE | $5,723 | $5,087+12.5% | $4,398+30.1% | $6,341-9.8% |
| Admin fee / account holder | $533 | $11,228-95.3% | $7,407-92.8% | $12,309-95.7% |