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 | $198,481 | $117,841+68.4% | $102,423+93.8% | $145,922+36.0% |
| Participation rate | 87.5% | 78.6%+8.9pp | 76.5%+11.0pp | 80.3%+7.2pp |
| Annual return | 12.70% | 31.65%-18.9pp | 29.32%-16.6pp | 561.29%-548.6pp |
| Employer contribution / active EE | $2,812 | $3,615-22.2% | $3,023-7.0% | $4,660-39.7% |
| Participant deferral / active EE | $6,837 | $5,731+19.3% | $5,053+35.3% | $6,688+2.2% |
| Admin fee / account holder | $6,398 | $13,326-52.0% | $9,451-32.3% | $13,397-52.2% |