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 | $171,887 | $127,065+35.3% | $113,168+51.9% | $142,382+20.7% |
| Participation rate | 81.8% | 79.2%+2.6pp | 76.6%+5.3pp | 80.1%+1.7pp |
| Annual return | 12.57% | 24.03%-11.5pp | 24.27%-11.7pp | 217.08%-204.5pp |
| Employer contribution / active EE | $7,999 | $3,442+132.4% | $2,975+168.9% | $4,299+86.1% |
| Participant deferral / active EE | $2,247 | $5,716-60.7% | $5,107-56.0% | $6,507-65.5% |
| Admin fee / account holder | $847 | $15,736-94.6% | $12,068-93.0% | $12,624-93.3% |