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 | $192,675 | $111,754+72.4% | $103,333+86.5% | $145,922+32.0% |
| Participation rate | 81.8% | 77.9%+3.9pp | 74.5%+7.3pp | 80.3%+1.5pp |
| Annual return | 14.87% | 24.77%-9.9pp | 24.88%-10.0pp | 561.29%-546.4pp |
| Employer contribution / active EE | $2,860 | $4,212-32.1% | $3,868-26.0% | $4,660-38.6% |
| Participant deferral / active EE | $5,586 | $5,619-0.6% | $5,057+10.4% | $6,688-16.5% |
| Admin fee / account holder | $3,486 | $9,750-64.3% | $8,355-58.3% | $13,397-74.0% |