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 | $176,528 | $112,729+56.6% | $98,716+78.8% | $137,256+28.6% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.3%+18.2pp | 80.0%+7.5pp |
| Annual return | 15.21% | 38.48%-23.3pp | 31.81%-16.6pp | 220.34%-205.1pp |
| Employer contribution / active EE | $2,743 | $2,725+0.7% | $2,279+20.4% | $4,156-34.0% |
| Participant deferral / active EE | $9,623 | $4,640+107.4% | $4,048+137.7% | $6,407+50.2% |
| Admin fee / account holder | $1,497 | $10,129-85.2% | $8,703-82.8% | $12,270-87.8% |