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 | $203,296 | $111,754+81.9% | $103,333+96.7% | $145,922+39.3% |
| Participation rate | 78.6% | 77.9%+0.6pp | 74.5%+4.1pp | 80.3%-1.7pp |
| Annual return | 13.05% | 24.77%-11.7pp | 24.88%-11.8pp | 561.29%-548.2pp |
| Employer contribution / active EE | $1,825 | $4,212-56.7% | $3,868-52.8% | $4,660-60.8% |
| Participant deferral / active EE | $6,867 | $5,619+22.2% | $5,057+35.8% | $6,688+2.7% |
| Admin fee / account holder | $3,473 | $9,750-64.4% | $8,355-58.4% | $13,397-74.1% |