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 | $160,965 | $117,841+36.6% | $102,423+57.2% | $145,922+10.3% |
| Participation rate | 84.2% | 78.6%+5.6pp | 76.5%+7.7pp | 80.3%+3.9pp |
| Annual return | 11.05% | 31.65%-20.6pp | 29.32%-18.3pp | 561.29%-550.2pp |
| Employer contribution / active EE | $2,317 | $3,615-35.9% | $3,023-23.4% | $4,660-50.3% |
| Participant deferral / active EE | $6,140 | $5,731+7.1% | $5,053+21.5% | $6,688-8.2% |
| Admin fee / account holder | $50,100 | $13,326+276.0% | $9,451+430.1% | $13,397+274.0% |