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 | $238,333 | $124,425+91.5% | $112,040+112.7% | $137,256+73.6% |
| Participation rate | 87.5% | 79.3%+8.2pp | 76.5%+11.0pp | 80.0%+7.5pp |
| Annual return | 12.76% | 24.72%-12.0pp | 24.52%-11.8pp | 220.34%-207.6pp |
| Employer contribution / active EE | $1,648 | $3,411-51.7% | $2,954-44.2% | $4,156-60.3% |
| Participant deferral / active EE | $5,342 | $5,718-6.6% | $5,098+4.8% | $6,407-16.6% |
| Admin fee / account holder | $2,336 | $15,207-84.6% | $12,098-80.7% | $12,270-81.0% |