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 | $168,430 | $106,515+58.1% | $96,683+74.2% | $139,434+20.8% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 12.80% | 38.43%-25.6pp | 35.69%-22.9pp | 372.94%-360.1pp |
| Employer contribution / active EE | $6,637 | $4,103+61.8% | $3,737+77.6% | $4,751+39.7% |
| Participant deferral / active EE | $13,274 | $5,454+143.4% | $4,878+172.1% | $6,710+97.8% |
| Admin fee / account holder | $12,360 | $7,877+56.9% | $6,730+83.7% | $11,403+8.4% |