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 8-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 | $184,459 | $124,425+48.2% | $112,040+64.6% | $137,256+34.4% |
| Participation rate | 95.2% | 79.3%+15.9pp | 76.5%+18.7pp | 80.0%+15.3pp |
| Annual return | 14.35% | 24.72%-10.4pp | 24.52%-10.2pp | 220.34%-206.0pp |
| Employer contribution / active EE | $2,728 | $3,411-20.0% | $2,954-7.6% | $4,156-34.4% |
| Participant deferral / active EE | $5,624 | $5,718-1.6% | $5,098+10.3% | $6,407-12.2% |
| Admin fee / account holder | $1,413 | $15,207-90.7% | $12,098-88.3% | $12,270-88.5% |