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 | $188,567 | $127,065+48.4% | $113,168+66.6% | $142,382+32.4% |
| Participation rate | 85.7% | 79.2%+6.5pp | 76.6%+9.1pp | 80.1%+5.6pp |
| Annual return | 14.06% | 24.03%-10.0pp | 24.27%-10.2pp | 217.08%-203.0pp |
| Employer contribution / active EE | $6,914 | $3,442+100.9% | $2,975+132.4% | $4,299+60.8% |
| Participant deferral / active EE | $10,366 | $5,716+81.3% | $5,107+103.0% | $6,507+59.3% |
| Admin fee / account holder | $1,235 | $15,736-92.2% | $12,068-89.8% | $12,624-90.2% |