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 | $247,527 | $167,484+47.8% | $151,611+63.3% | $134,475+84.1% |
| Participation rate | 95.5% | 88.4%+7.1pp | 87.5%+8.0pp | 81.2%+14.2pp |
| Annual return | -15.51% | 7.80%-23.3pp | 3.33%-18.8pp | 417.96%-433.5pp |
| Employer contribution / active EE | $4,508 | $6,829-34.0% | $6,166-26.9% | $4,740-4.9% |
| Participant deferral / active EE | $12,528 | $8,986+39.4% | $8,363+49.8% | $6,400+95.8% |
| Admin fee / account holder | $1,673 | $13,783-87.9% | $11,616-85.6% | $11,426-85.4% |