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 | $167,494 | $117,983+42.0% | $101,794+64.5% | $142,382+17.6% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.2%+16.5pp | 80.1%+5.6pp |
| Annual return | 17.66% | 36.92%-19.3pp | 30.53%-12.9pp | 217.08%-199.4pp |
| Employer contribution / active EE | $15,555 | $2,773+461.0% | $2,289+579.6% | $4,299+261.8% |
| Participant deferral / active EE | $7,262 | $4,714+54.1% | $4,084+77.8% | $6,507+11.6% |
| Admin fee / account holder | $889 | $10,433-91.5% | $8,777-89.9% | $12,624-93.0% |