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 | $166,301 | $232,540-28.5% | $185,117-10.2% | $147,584+12.7% |
| Participation rate | 85.7% | 82.4%+3.4pp | 77.3%+8.4pp | 82.8%+2.9pp |
| Annual return | 15.06% | 43.03%-28.0pp | 40.50%-25.4pp | 578.55%-563.5pp |
| Employer contribution / active EE | $2,609 | $5,195-49.8% | $4,182-37.6% | $4,876-46.5% |
| Participant deferral / active EE | $17,745 | $5,834+204.2% | $5,045+251.7% | $5,439+226.3% |
| Admin fee / account holder | $1,164 | $10,275-88.7% | $8,159-85.7% | $10,885-89.3% |