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 | $154,248 | $77,419+99.2% | $69,455+122.1% | $152,861+0.9% |
| Participation rate | 90.9% | 78.1%+12.8pp | 74.6%+16.3pp | 82.4%+8.5pp |
| Annual return | 21.70% | 39.06%-17.4pp | 28.97%-7.3pp | 345.32%-323.6pp |
| Employer contribution / active EE | $5,623 | $3,315+69.6% | $2,779+102.4% | $4,762+18.1% |
| Participant deferral / active EE | $5,603 | $4,414+26.9% | $3,535+58.5% | $5,850-4.2% |
| Admin fee / account holder | $1,348 | $6,207-78.3% | $3,839-64.9% | $11,596-88.4% |