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 | $172,661 | $127,065+35.9% | $113,168+52.6% | $142,382+21.3% |
| Participation rate | 92.9% | 79.2%+13.7pp | 76.6%+16.3pp | 80.1%+12.7pp |
| Annual return | 17.74% | 24.03%-6.3pp | 24.27%-6.5pp | 217.08%-199.3pp |
| Employer contribution / active EE | $1,228 | $3,442-64.3% | $2,975-58.7% | $4,299-71.4% |
| Participant deferral / active EE | $13,092 | $5,716+129.0% | $5,107+156.4% | $6,507+101.2% |
| Admin fee / account holder | $3,186 | $15,736-79.8% | $12,068-73.6% | $12,624-74.8% |