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 | $168,427 | $115,882+45.3% | $100,516+67.6% | $158,922+6.0% |
| Participation rate | 90.9% | 81.6%+9.3pp | 79.4%+11.5pp | 82.0%+9.0pp |
| Annual return | 9.70% | 34.79%-25.1pp | 30.89%-21.2pp | 302.83%-293.1pp |
| Employer contribution / active EE | $1,732 | $4,103-57.8% | $3,418-49.3% | $4,761-63.6% |
| Participant deferral / active EE | $4,849 | $6,674-27.4% | $6,270-22.7% | $5,982-18.9% |
| Admin fee / account holder | $16,146 | $10,995+46.8% | $8,081+99.8% | $11,246+43.6% |