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 | $176,130 | $110,257+59.7% | $96,544+82.4% | $139,434+26.3% |
| Participation rate | 94.4% | 78.1%+16.4pp | 76.0%+18.5pp | 80.3%+14.1pp |
| Annual return | 19.68% | 26.32%-6.6pp | 25.84%-6.2pp | 372.94%-353.3pp |
| Employer contribution / active EE | $4,900 | $3,620+35.4% | $2,965+65.3% | $4,751+3.1% |
| Participant deferral / active EE | $6,300 | $5,548+13.6% | $4,851+29.9% | $6,710-6.1% |
| Admin fee / account holder | $1,677 | $11,591-85.5% | $8,252-79.7% | $11,403-85.3% |