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 | $127,065+33.5% | $113,168+49.9% | $142,382+19.1% |
| Participation rate | 85.7% | 79.2%+6.5pp | 76.6%+9.1pp | 80.1%+5.6pp |
| Annual return | 12.31% | 24.03%-11.7pp | 24.27%-12.0pp | 217.08%-204.8pp |
| Employer contribution / active EE | $1,588 | $3,442-53.9% | $2,975-46.6% | $4,299-63.1% |
| Participant deferral / active EE | $2,405 | $5,716-57.9% | $5,107-52.9% | $6,507-63.0% |
| Admin fee / account holder | $2,541 | $15,736-83.9% | $12,068-78.9% | $12,624-79.9% |