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 | $155,176 | $126,574+22.6% | $106,213+46.1% | $145,922+6.3% |
| Participation rate | 81.3% | 77.6%+3.6pp | 75.3%+6.0pp | 80.3%+1.0pp |
| Annual return | 13.17% | 224.79%-211.6pp | 116.14%-103.0pp | 561.29%-548.1pp |
| Employer contribution / active EE | $2,607 | $3,730-30.1% | $3,171-17.8% | $4,660-44.1% |
| Participant deferral / active EE | $8,821 | $5,724+54.1% | $5,016+75.9% | $6,688+31.9% |
| Admin fee / account holder | $4,750 | $17,304-72.6% | $11,033-56.9% | $13,397-64.5% |