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 | $172,742 | $127,065+35.9% | $113,168+52.6% | $142,382+21.3% |
| Participation rate | 72.7% | 79.2%-6.5pp | 76.6%-3.8pp | 80.1%-7.4pp |
| Annual return | 12.51% | 24.03%-11.5pp | 24.27%-11.8pp | 217.08%-204.6pp |
| Employer contribution / active EE | $2,064 | $3,442-40.0% | $2,975-30.6% | $4,299-52.0% |
| Participant deferral / active EE | $5,171 | $5,716-9.5% | $5,107+1.3% | $6,507-20.5% |
| Admin fee / account holder | $56,204 | $15,736+257.2% | $12,068+365.7% | $12,624+345.2% |