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 | $166,608 | $117,841+41.4% | $102,423+62.7% | $145,922+14.2% |
| Participation rate | 88.9% | 78.6%+10.3pp | 76.5%+12.4pp | 80.3%+8.6pp |
| Annual return | 14.92% | 31.65%-16.7pp | 29.32%-14.4pp | 561.29%-546.4pp |
| Employer contribution / active EE | $1,145 | $3,615-68.3% | $3,023-62.1% | $4,660-75.4% |
| Participant deferral / active EE | $5,721 | $5,731-0.2% | $5,053+13.2% | $6,688-14.5% |
| Admin fee / account holder | $550 | $13,326-95.9% | $9,451-94.2% | $13,397-95.9% |