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 | $157,064 | $106,890+46.9% | $84,015+86.9% | $152,861+2.7% |
| Participation rate | 75.0% | 75.2%-0.2pp | 69.0%+6.0pp | 82.4%-7.4pp |
| Annual return | 19.51% | 104.99%-85.5pp | 71.31%-51.8pp | 345.32%-325.8pp |
| Employer contribution / active EE | $510 | $2,734-81.4% | $1,983-74.3% | $4,762-89.3% |
| Participant deferral / active EE | $5,661 | $4,011+41.1% | $3,239+74.8% | $5,850-3.2% |
| Admin fee / account holder | $1,462 | $8,285-82.4% | $6,101-76.0% | $11,596-87.4% |