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 | $162,252 | $117,841+37.7% | $102,423+58.4% | $145,922+11.2% |
| Participation rate | 93.3% | 78.6%+14.7pp | 76.5%+16.8pp | 80.3%+13.1pp |
| Annual return | 9.15% | 31.65%-22.5pp | 29.32%-20.2pp | 561.29%-552.1pp |
| Employer contribution / active EE | $1,846 | $3,615-48.9% | $3,023-38.9% | $4,660-60.4% |
| Participant deferral / active EE | $3,234 | $5,731-43.6% | $5,053-36.0% | $6,688-51.6% |
| Admin fee / account holder | $26,360 | $13,326+97.8% | $9,451+178.9% | $13,397+96.8% |