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 | $171,619 | $125,758+36.5% | $169,993+1.0% | $75,163+128.3% |
| Participation rate | 86.1% | 83.6%+2.5pp | 87.0%-0.9pp | 67.2%+18.9pp |
| Annual return | 19.23% | 27.20%-8.0pp | 53.37%-34.1pp | 160.62%-141.4pp |
| Employer contribution / active EE | $4,603 | $4,615-0.3% | $6,785-32.2% | $2,670+72.4% |
| Participant deferral / active EE | $8,712 | $6,837+27.4% | $10,408-16.3% | $4,125+111.2% |
| Admin fee / account holder | $1,007 | $8,173-87.7% | $12,815-92.1% | $5,651-82.2% |