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 | $161,507 | $99,985+61.5% | $146,665+10.1% | $85,850+88.1% |
| Participation rate | 97.6% | 73.1%+24.5pp | 80.1%+17.5pp | 69.3%+28.2pp |
| Annual return | 12.07% | 18.93%-6.9pp | 22.74%-10.7pp | 318.53%-306.5pp |
| Employer contribution / active EE | $2,260 | $2,559-11.7% | $4,136-45.4% | $2,565-11.9% |
| Participant deferral / active EE | $8,490 | $4,006+112.0% | $5,506+54.2% | $3,952+114.8% |
| Admin fee / account holder | $13,673 | $7,702+77.5% | $10,280+33.0% | $6,260+118.4% |