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 | $172,695 | $99,918+72.8% | $81,382+112.2% | $145,922+18.3% |
| Participation rate | 90.9% | 74.2%+16.7pp | 69.5%+21.4pp | 80.3%+10.6pp |
| Annual return | 9.27% | 34.32%-25.1pp | 24.73%-15.5pp | 561.29%-552.0pp |
| Employer contribution / active EE | $2,540 | $2,978-14.7% | $2,463+3.1% | $4,660-45.5% |
| Participant deferral / active EE | $5,360 | $4,605+16.4% | $3,883+38.0% | $6,688-19.9% |
| Admin fee / account holder | $5,013 | $8,212-39.0% | $5,768-13.1% | $13,397-62.6% |