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 3-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 | $162,672 | $111,754+45.6% | $103,333+57.4% | $145,922+11.5% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 11.46% | 24.77%-13.3pp | 24.88%-13.4pp | 561.29%-549.8pp |
| Employer contribution / active EE | $2,979 | $4,212-29.3% | $3,868-23.0% | $4,660-36.1% |
| Participant deferral / active EE | $7,651 | $5,619+36.2% | $5,057+51.3% | $6,688+14.4% |
| Admin fee / account holder | $34,642 | $9,750+255.3% | $8,355+314.6% | $13,397+158.6% |