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 | $182,673 | $107,334+70.2% | $92,893+96.6% | $152,861+19.5% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 16.98% | 145.58%-128.6pp | 109.41%-92.4pp | 345.32%-328.3pp |
| Employer contribution / active EE | $980 | $4,221-76.8% | $3,653-73.2% | $4,762-79.4% |
| Participant deferral / active EE | $5,037 | $4,845+4.0% | $4,236+18.9% | $5,850-13.9% |
| Admin fee / account holder | $674 | $7,079-90.5% | $5,794-88.4% | $11,596-94.2% |