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 | $169,617 | $124,425+36.3% | $112,040+51.4% | $137,256+23.6% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.5%+9.2pp | 80.0%+5.8pp |
| Annual return | 12.31% | 24.72%-12.4pp | 24.52%-12.2pp | 220.34%-208.0pp |
| Employer contribution / active EE | $1,588 | $3,411-53.4% | $2,954-46.2% | $4,156-61.8% |
| Participant deferral / active EE | $2,405 | $5,718-58.0% | $5,098-52.8% | $6,407-62.5% |
| Admin fee / account holder | $2,541 | $15,207-83.3% | $12,098-79.0% | $12,270-79.3% |