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 | $146,939 | $106,584+37.9% | $101,326+45.0% | $142,382+3.2% |
| Participation rate | 89.5% | 82.7%+6.8pp | 81.5%+8.0pp | 80.1%+9.4pp |
| Annual return | 16.84% | 36.93%-20.1pp | 36.82%-20.0pp | 217.08%-200.2pp |
| Employer contribution / active EE | $2,124 | $3,956-46.3% | $3,665-42.1% | $4,299-50.6% |
| Participant deferral / active EE | $9,619 | $8,297+15.9% | $7,994+20.3% | $6,507+47.8% |
| Admin fee / account holder | $1,148 | $11,446-90.0% | $11,185-89.7% | $12,624-90.9% |