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 | $167,421 | $106,515+57.2% | $96,683+73.2% | $139,434+20.1% |
| Participation rate | 88.2% | 77.8%+10.4pp | 74.3%+13.9pp | 80.3%+7.9pp |
| Annual return | 22.16% | 38.43%-16.3pp | 35.69%-13.5pp | 372.94%-350.8pp |
| Employer contribution / active EE | $2,603 | $4,103-36.6% | $3,737-30.3% | $4,751-45.2% |
| Participant deferral / active EE | $6,146 | $5,454+12.7% | $4,878+26.0% | $6,710-8.4% |
| Admin fee / account holder | $1,485 | $7,877-81.2% | $6,730-77.9% | $11,403-87.0% |