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 | $165,125 | $163,101+1.2% | $136,749+20.8% | $142,382+16.0% |
| Participation rate | 95.8% | 78.2%+17.6pp | 72.1%+23.7pp | 80.1%+15.7pp |
| Annual return | 15.36% | 27.54%-12.2pp | 24.33%-9.0pp | 217.08%-201.7pp |
| Employer contribution / active EE | $2,277 | $4,117-44.7% | $3,400-33.0% | $4,299-47.0% |
| Participant deferral / active EE | $6,272 | $5,585+12.3% | $4,692+33.7% | $6,507-3.6% |
| Admin fee / account holder | $621 | $14,318-95.7% | $11,386-94.5% | $12,624-95.1% |