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 | $174,880 | $106,515+64.2% | $96,683+80.9% | $139,434+25.4% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 22.36% | 38.43%-16.1pp | 35.69%-13.3pp | 372.94%-350.6pp |
| Employer contribution / active EE | $1,448 | $4,103-64.7% | $3,737-61.2% | $4,751-69.5% |
| Participant deferral / active EE | $6,440 | $5,454+18.1% | $4,878+32.0% | $6,710-4.0% |
| Admin fee / account holder | $704 | $7,877-91.1% | $6,730-89.5% | $11,403-93.8% |