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 | $174,933 | $116,175+50.6% | $93,606+86.9% | $152,861+14.4% |
| Participation rate | 79.2% | 78.0%+1.1pp | 75.8%+3.3pp | 82.4%-3.3pp |
| Annual return | 21.61% | 35.96%-14.4pp | 32.76%-11.1pp | 345.32%-323.7pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,718-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $9,552 | $4,603+107.5% | $4,069+134.8% | $5,850+63.3% |
| Admin fee / account holder | $6,024 | $10,748-43.9% | $7,888-23.6% | $11,596-48.1% |