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 | $176,947 | $117,983+50.0% | $101,794+73.8% | $142,382+24.3% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.2%+19.7pp | 80.1%+8.8pp |
| Annual return | 15.99% | 36.92%-20.9pp | 30.53%-14.5pp | 217.08%-201.1pp |
| Employer contribution / active EE | $1,940 | $2,773-30.0% | $2,289-15.3% | $4,299-54.9% |
| Participant deferral / active EE | $4,957 | $4,714+5.2% | $4,084+21.4% | $6,507-23.8% |
| Admin fee / account holder | $4,830 | $10,433-53.7% | $8,777-45.0% | $12,624-61.7% |