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 | $167,762 | $106,515+57.5% | $96,683+73.5% | $139,434+20.3% |
| Participation rate | 95.2% | 77.8%+17.4pp | 74.3%+20.9pp | 80.3%+14.9pp |
| Annual return | 18.16% | 38.43%-20.3pp | 35.69%-17.5pp | 372.94%-354.8pp |
| Employer contribution / active EE | $14,476 | $4,103+252.8% | $3,737+287.4% | $4,751+204.7% |
| Participant deferral / active EE | $4,811 | $5,454-11.8% | $4,878-1.4% | $6,710-28.3% |
| Admin fee / account holder | $912 | $7,877-88.4% | $6,730-86.5% | $11,403-92.0% |