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 | $182,273 | $140,588+29.6% | $123,104+48.1% | $125,391+45.4% |
| Participation rate | 85.7% | 88.2%-2.5pp | 86.8%-1.1pp | 83.2%+2.5pp |
| Annual return | 0.01% | 16.80%-16.8pp | 13.22%-13.2pp | 282.22%-282.2pp |
| Employer contribution / active EE | $3,495 | $6,041-42.1% | $5,151-32.2% | $4,866-28.2% |
| Participant deferral / active EE | $8,937 | $6,980+28.0% | $6,230+43.5% | $5,352+67.0% |
| Admin fee / account holder | $769 | $11,198-93.1% | $9,015-91.5% | $9,540-91.9% |