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 | $172,220 | $106,515+61.7% | $96,683+78.1% | $139,434+23.5% |
| Participation rate | 81.8% | 77.8%+4.0pp | 74.3%+7.5pp | 80.3%+1.5pp |
| Annual return | 12.12% | 38.43%-26.3pp | 35.69%-23.6pp | 372.94%-360.8pp |
| Employer contribution / active EE | $4,545 | $4,103+10.8% | $3,737+21.6% | $4,751-4.3% |
| Participant deferral / active EE | $2,672 | $5,454-51.0% | $4,878-45.2% | $6,710-60.2% |
| Admin fee / account holder | $47,989 | $7,877+509.2% | $6,730+613.1% | $11,403+320.9% |