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 | $176,528 | $117,983+49.6% | $101,794+73.4% | $142,382+24.0% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.2%+18.3pp | 80.1%+7.4pp |
| Annual return | 15.21% | 36.92%-21.7pp | 30.53%-15.3pp | 217.08%-201.9pp |
| Employer contribution / active EE | $2,743 | $2,773-1.1% | $2,289+19.9% | $4,299-36.2% |
| Participant deferral / active EE | $9,623 | $4,714+104.2% | $4,084+135.6% | $6,507+47.9% |
| Admin fee / account holder | $1,497 | $10,433-85.7% | $8,777-82.9% | $12,624-88.1% |