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 | $123,203 | $93,571+31.7% | $135,903-9.3% | $75,163+63.9% |
| Participation rate | 84.9% | 75.2%+9.7pp | 81.9%+3.0pp | 67.2%+17.7pp |
| Annual return | 19.44% | 30.90%-11.5pp | 68.23%-48.8pp | 160.62%-141.2pp |
| Employer contribution / active EE | $2,406 | $3,537-32.0% | $4,856-50.5% | $2,670-9.9% |
| Participant deferral / active EE | $8,016 | $6,404+25.2% | $7,758+3.3% | $4,125+94.3% |
| Admin fee / account holder | $814 | $6,975-88.3% | $10,762-92.4% | $5,651-85.6% |