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 | $167,912 | $127,065+32.1% | $113,168+48.4% | $142,382+17.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 13.17% | 24.03%-10.9pp | 24.27%-11.1pp | 217.08%-203.9pp |
| Employer contribution / active EE | $2,144 | $3,442-37.7% | $2,975-27.9% | $4,299-50.1% |
| Participant deferral / active EE | $3,596 | $5,716-37.1% | $5,107-29.6% | $6,507-44.7% |
| Admin fee / account holder | $12,524 | $15,736-20.4% | $12,068+3.8% | $12,624-0.8% |