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 | $168,065 | $209,336-19.7% | $197,124-14.7% | $137,256+22.4% |
| Participation rate | 83.3% | 87.3%-4.0pp | 86.7%-3.4pp | 80.0%+3.4pp |
| Annual return | 12.33% | 48.09%-35.8pp | 44.34%-32.0pp | 220.34%-208.0pp |
| Employer contribution / active EE | $7,667 | $6,591+16.3% | $6,227+23.1% | $4,156+84.5% |
| Participant deferral / active EE | $14,520 | $9,614+51.0% | $9,135+59.0% | $6,407+126.6% |
| Admin fee / account holder | $39,961 | $17,308+130.9% | $16,298+145.2% | $12,270+225.7% |