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 | $174,202 | $152,587+14.2% | $125,175+39.2% | $152,861+14.0% |
| Participation rate | 86.7% | 83.3%+3.3pp | 79.8%+6.9pp | 82.4%+4.2pp |
| Annual return | 17.79% | 54.84%-37.0pp | 43.79%-26.0pp | 345.32%-327.5pp |
| Employer contribution / active EE | $1,702 | $4,946-65.6% | $3,865-56.0% | $4,762-64.3% |
| Participant deferral / active EE | $2,924 | $5,868-50.2% | $4,937-40.8% | $5,850-50.0% |
| Admin fee / account holder | $58,332 | $13,434+334.2% | $9,702+501.2% | $11,596+403.0% |