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 | $163,121 | $114,381+42.6% | $107,525+51.7% | $142,382+14.6% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 14.06% | 242.71%-228.6pp | 181.32%-167.3pp | 217.08%-203.0pp |
| Employer contribution / active EE | $2,492 | $4,015-37.9% | $3,754-33.6% | $4,299-42.0% |
| Participant deferral / active EE | $6,298 | $5,564+13.2% | $5,116+23.1% | $6,507-3.2% |
| Admin fee / account holder | $1,803 | $9,860-81.7% | $8,919-79.8% | $12,624-85.7% |