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 | $162,071 | $109,881+47.5% | $150,045+8.0% | $84,808+91.1% |
| Participation rate | 88.9% | 76.1%+12.8pp | 82.3%+6.6pp | 68.3%+20.6pp |
| Annual return | 16.73% | 28.25%-11.5pp | 62.55%-45.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $1,785 | $3,561-49.9% | $4,693-62.0% | $2,631-32.1% |
| Participant deferral / active EE | $12,532 | $6,636+88.9% | $7,997+56.7% | $4,212+197.6% |
| Admin fee / account holder | $5,837 | $8,568-31.9% | $13,435-56.6% | $7,344-20.5% |