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 | $167,988 | $201,259-16.5% | $184,200-8.8% | $145,959+15.1% |
| Participation rate | 93.3% | 87.5%+5.8pp | 86.8%+6.5pp | 80.3%+13.0pp |
| Annual return | 11.69% | 28.98%-17.3pp | 28.80%-17.1pp | 561.95%-550.3pp |
| Employer contribution / active EE | $7,555 | $7,018+7.6% | $6,424+17.6% | $4,661+62.1% |
| Participant deferral / active EE | $4,151 | $9,806-57.7% | $9,132-54.5% | $6,689-37.9% |
| Admin fee / account holder | $1,865 | $16,372-88.6% | $13,907-86.6% | $13,398-86.1% |