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 | $187,388 | $111,754+67.7% | $103,333+81.3% | $145,922+28.4% |
| Participation rate | 92.3% | 77.9%+14.4pp | 74.5%+17.8pp | 80.3%+12.0pp |
| Annual return | 11.37% | 24.77%-13.4pp | 24.88%-13.5pp | 561.29%-549.9pp |
| Employer contribution / active EE | $2,169 | $4,212-48.5% | $3,868-43.9% | $4,660-53.5% |
| Participant deferral / active EE | $6,118 | $5,619+8.9% | $5,057+21.0% | $6,688-8.5% |
| Admin fee / account holder | $8,744 | $9,750-10.3% | $8,355+4.7% | $13,397-34.7% |