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 | $198,047 | $117,841+68.1% | $102,423+93.4% | $145,922+35.7% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.1pp |
| Annual return | 9.48% | 31.65%-22.2pp | 29.32%-19.8pp | 561.29%-551.8pp |
| Employer contribution / active EE | $1,126 | $3,615-68.8% | $3,023-62.7% | $4,660-75.8% |
| Participant deferral / active EE | $5,627 | $5,731-1.8% | $5,053+11.4% | $6,688-15.9% |
| Admin fee / account holder | $20,207 | $13,326+51.6% | $9,451+113.8% | $13,397+50.8% |