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 | $148,119 | $117,983+25.5% | $101,794+45.5% | $142,382+4.0% |
| Participation rate | 90.5% | 74.2%+16.3pp | 69.2%+21.3pp | 80.1%+10.4pp |
| Annual return | 16.17% | 36.92%-20.7pp | 30.53%-14.4pp | 217.08%-200.9pp |
| Employer contribution / active EE | $7,837 | $2,773+182.6% | $2,289+242.4% | $4,299+82.3% |
| Participant deferral / active EE | $5,536 | $4,714+17.4% | $4,084+35.5% | $6,507-14.9% |
| Admin fee / account holder | $1,514 | $10,433-85.5% | $8,777-82.7% | $12,624-88.0% |