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 | $168,923 | $111,754+51.2% | $103,333+63.5% | $145,922+15.8% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 9.44% | 24.77%-15.3pp | 24.88%-15.4pp | 561.29%-551.8pp |
| Employer contribution / active EE | $3,911 | $4,212-7.2% | $3,868+1.1% | $4,660-16.1% |
| Participant deferral / active EE | $5,617 | $5,6190% | $5,057+11.1% | $6,688-16.0% |
| Admin fee / account holder | $4,455 | $9,750-54.3% | $8,355-46.7% | $13,397-66.7% |