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 | $169,410 | $232,540-27.1% | $185,117-8.5% | $147,584+14.8% |
| Participation rate | 94.7% | 82.4%+12.4pp | 77.3%+17.5pp | 82.8%+11.9pp |
| Annual return | 10.60% | 43.03%-32.4pp | 40.50%-29.9pp | 578.55%-568.0pp |
| Employer contribution / active EE | $1,272 | $5,195-75.5% | $4,182-69.6% | $4,876-73.9% |
| Participant deferral / active EE | $9,038 | $5,834+54.9% | $5,045+79.1% | $5,439+66.2% |
| Admin fee / account holder | $439 | $10,275-95.7% | $8,159-94.6% | $10,885-96.0% |