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 | $175,577 | $175,6000% | $129,110+36.0% | $134,475+30.6% |
| Participation rate | 83.3% | 81.6%+1.8pp | 77.3%+6.1pp | 81.2%+2.1pp |
| Annual return | -16.99% | -11.39%-5.6pp | -10.94%-6.0pp | 417.96%-434.9pp |
| Employer contribution / active EE | $6,140 | $6,355-3.4% | $5,052+21.5% | $4,740+29.5% |
| Participant deferral / active EE | $11,337 | $7,975+42.2% | $6,542+73.3% | $6,400+77.2% |
| Admin fee / account holder | $1,542 | $23,567-93.5% | $14,302-89.2% | $11,426-86.5% |