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 | $142,438 | $124,281+14.6% | $109,143+30.5% | $167,490-15.0% |
| Participation rate | 82.6% | 79.4%+3.2pp | 75.9%+6.7pp | 82.1%+0.5pp |
| Annual return | 16.46% | 26.04%-9.6pp | 25.75%-9.3pp | 478.56%-462.1pp |
| Employer contribution / active EE | $11,153 | $4,207+165.1% | $3,722+199.7% | $4,837+130.5% |
| Participant deferral / active EE | $2,323 | $5,255-55.8% | $4,653-50.1% | $6,341-63.4% |
| Admin fee / account holder | $2,669 | $7,970-66.5% | $6,752-60.5% | $12,309-78.3% |