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 | $183,353 | $162,781+12.6% | $133,956+36.9% | $158,922+15.4% |
| Participation rate | 94.1% | 83.2%+10.9pp | 79.8%+14.3pp | 82.0%+12.2pp |
| Annual return | 8.71% | 41.94%-33.2pp | 45.09%-36.4pp | 302.83%-294.1pp |
| Employer contribution / active EE | $11,200 | $4,975+125.1% | $3,919+185.8% | $4,761+135.2% |
| Participant deferral / active EE | $4,343 | $5,911-26.5% | $5,048-14.0% | $5,982-27.4% |
| Admin fee / account holder | $530 | $11,736-95.5% | $8,927-94.1% | $11,246-95.3% |