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 | $177,108 | $104,974+68.7% | $95,585+85.3% | $142,382+24.4% |
| Participation rate | 77.3% | 75.0%+2.3pp | 72.1%+5.2pp | 80.1%-2.8pp |
| Annual return | 14.81% | 210.33%-195.5pp | 38.56%-23.7pp | 217.08%-202.3pp |
| Employer contribution / active EE | $2,756 | $2,779-0.8% | $2,527+9.1% | $4,299-35.9% |
| Participant deferral / active EE | $5,646 | $4,352+29.7% | $4,023+40.4% | $6,507-13.2% |
| Admin fee / account holder | $65,129 | $6,386+919.9% | $6,127+962.9% | $12,624+415.9% |