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 | $163,782 | $96,484+69.7% | $75,886+115.8% | $152,861+7.1% |
| Participation rate | 90.9% | 76.2%+14.7pp | 69.3%+21.6pp | 82.4%+8.5pp |
| Annual return | 26.85% | 33.98%-7.1pp | 30.76%-3.9pp | 345.32%-318.5pp |
| Employer contribution / active EE | $2,432 | $3,309-26.5% | $2,500-2.7% | $4,762-48.9% |
| Participant deferral / active EE | $7,049 | $4,553+54.8% | $3,603+95.6% | $5,850+20.5% |
| Admin fee / account holder | $27,376 | $8,078+238.9% | $5,418+405.2% | $11,596+136.1% |