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 | $167,539 | $89,753+86.7% | $107,525+55.8% | $84,808+97.6% |
| Participation rate | 72.4% | 68.1%+4.4pp | 75.1%-2.7pp | 68.3%+4.1pp |
| Annual return | 13.69% | 29.48%-15.8pp | 181.32%-167.6pp | 40.90%-27.2pp |
| Employer contribution / active EE | $2,818 | $3,113-9.5% | $3,754-24.9% | $2,631+7.1% |
| Participant deferral / active EE | $5,361 | $4,056+32.2% | $5,116+4.8% | $4,212+27.3% |
| Admin fee / account holder | $26,723 | $7,222+270.0% | $8,919+199.6% | $7,344+263.9% |