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 | $181,455 | $110,257+64.6% | $96,544+88.0% | $139,434+30.1% |
| Participation rate | 89.5% | 78.1%+11.4pp | 76.0%+13.5pp | 80.3%+9.2pp |
| Annual return | 14.66% | 26.32%-11.7pp | 25.84%-11.2pp | 372.94%-358.3pp |
| Employer contribution / active EE | $4,195 | $3,620+15.9% | $2,965+41.5% | $4,751-11.7% |
| Participant deferral / active EE | $7,264 | $5,548+30.9% | $4,851+49.7% | $6,710+8.2% |
| Admin fee / account holder | $787 | $11,591-93.2% | $8,252-90.5% | $11,403-93.1% |