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 | $179,162 | $107,452+66.7% | $91,541+95.7% | $142,382+25.8% |
| Participation rate | 88.9% | 75.1%+13.8pp | 69.8%+19.1pp | 80.1%+8.8pp |
| Annual return | 18.03% | 22.06%-4.0pp | 20.50%-2.5pp | 217.08%-199.0pp |
| Employer contribution / active EE | $2,668 | $2,994-10.9% | $2,505+6.5% | $4,299-37.9% |
| Participant deferral / active EE | $2,152 | $4,754-54.7% | $4,008-46.3% | $6,507-66.9% |
| Admin fee / account holder | $1,104 | $8,834-87.5% | $6,956-84.1% | $12,624-91.3% |