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 | $184,478 | $107,334+71.9% | $92,893+98.6% | $152,861+20.7% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.4%+0.9pp |
| Annual return | 27.18% | 145.58%-118.4pp | 109.41%-82.2pp | 345.32%-318.1pp |
| Employer contribution / active EE | $2,128 | $4,221-49.6% | $3,653-41.7% | $4,762-55.3% |
| Participant deferral / active EE | $10,800 | $4,845+122.9% | $4,236+155.0% | $5,850+84.6% |
| Admin fee / account holder | $1,919 | $7,079-72.9% | $5,794-66.9% | $11,596-83.4% |