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 | $160,458 | $117,841+36.2% | $102,423+56.7% | $145,922+10.0% |
| Participation rate | 93.8% | 78.6%+15.2pp | 76.5%+17.3pp | 80.3%+13.5pp |
| Annual return | 11.37% | 31.65%-20.3pp | 29.32%-18.0pp | 561.29%-549.9pp |
| Employer contribution / active EE | $8,374 | $3,615+131.7% | $3,023+177.0% | $4,660+79.7% |
| Participant deferral / active EE | $1,809 | $5,731-68.4% | $5,053-64.2% | $6,688-73.0% |
| Admin fee / account holder | $18,793 | $13,326+41.0% | $9,451+98.8% | $13,397+40.3% |