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 | $160,469 | $117,983+36.0% | $101,794+57.6% | $142,382+12.7% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.2%+10.8pp | 80.1%-0.1pp |
| Annual return | 10.37% | 36.92%-26.5pp | 30.53%-20.2pp | 217.08%-206.7pp |
| Employer contribution / active EE | $2,614 | $2,773-5.7% | $2,289+14.2% | $4,299-39.2% |
| Participant deferral / active EE | $2,551 | $4,714-45.9% | $4,084-37.5% | $6,507-60.8% |
| Admin fee / account holder | $676 | $10,433-93.5% | $8,777-92.3% | $12,624-94.6% |