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 | $197,513 | $117,841+67.6% | $102,423+92.8% | $145,922+35.4% |
| Participation rate | 85.0% | 78.6%+6.4pp | 76.5%+8.5pp | 80.3%+4.7pp |
| Annual return | 11.48% | 31.65%-20.2pp | 29.32%-17.8pp | 561.29%-549.8pp |
| Employer contribution / active EE | $2,802 | $3,615-22.5% | $3,023-7.3% | $4,660-39.9% |
| Participant deferral / active EE | $5,768 | $5,731+0.7% | $5,053+14.2% | $6,688-13.7% |
| Admin fee / account holder | $5,937 | $13,326-55.4% | $9,451-37.2% | $13,397-55.7% |