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 | $174,752 | $124,319+40.6% | $111,297+57.0% | $167,490+4.3% |
| Participation rate | 87.0% | 79.6%+7.3pp | 77.3%+9.6pp | 82.1%+4.9pp |
| Annual return | 10.61% | 37.44%-26.8pp | 54.65%-44.0pp | 478.56%-467.9pp |
| Employer contribution / active EE | $9,158 | $3,435+166.6% | $2,731+235.3% | $4,837+89.3% |
| Participant deferral / active EE | $6,861 | $5,180+32.4% | $4,487+52.9% | $6,341+8.2% |
| Admin fee / account holder | $1,443 | $10,618-86.4% | $7,964-81.9% | $12,309-88.3% |