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 | $168,829 | $109,881+53.6% | $150,045+12.5% | $84,808+99.1% |
| Participation rate | 94.5% | 76.1%+18.4pp | 82.3%+12.2pp | 68.3%+26.2pp |
| Annual return | 18.44% | 28.25%-9.8pp | 62.55%-44.1pp | 40.90%-22.5pp |
| Employer contribution / active EE | $2,349 | $3,561-34.0% | $4,693-49.9% | $2,631-10.7% |
| Participant deferral / active EE | $9,396 | $6,636+41.6% | $7,997+17.5% | $4,212+123.1% |
| Admin fee / account holder | $1,741 | $8,568-79.7% | $13,435-87.0% | $7,344-76.3% |