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 | $176,147 | $127,065+38.6% | $113,168+55.7% | $142,382+23.7% |
| Participation rate | 84.6% | 79.2%+5.4pp | 76.6%+8.1pp | 80.1%+4.5pp |
| Annual return | 13.55% | 24.03%-10.5pp | 24.27%-10.7pp | 217.08%-203.5pp |
| Employer contribution / active EE | $11,502 | $3,442+234.2% | $2,975+286.6% | $4,299+167.5% |
| Participant deferral / active EE | $15,523 | $5,716+171.6% | $5,107+204.0% | $6,507+138.5% |
| Admin fee / account holder | $796 | $15,736-94.9% | $12,068-93.4% | $12,624-93.7% |