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 | $165,289 | $106,515+55.2% | $96,683+71.0% | $139,434+18.5% |
| Participation rate | 81.8% | 77.8%+4.0pp | 74.3%+7.5pp | 80.3%+1.5pp |
| Annual return | 18.57% | 38.43%-19.9pp | 35.69%-17.1pp | 372.94%-354.4pp |
| Employer contribution / active EE | $2,082 | $4,103-49.2% | $3,737-44.3% | $4,751-56.2% |
| Participant deferral / active EE | $3,235 | $5,454-40.7% | $4,878-33.7% | $6,710-51.8% |
| Admin fee / account holder | $769 | $7,877-90.2% | $6,730-88.6% | $11,403-93.3% |