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 | $175,322 | $105,931+65.5% | $81,930+114.0% | $158,922+10.3% |
| Participation rate | 81.0% | 75.6%+5.3pp | 72.0%+9.0pp | 82.0%-1.0pp |
| Annual return | 16.52% | 38.17%-21.7pp | 29.49%-13.0pp | 302.83%-286.3pp |
| Employer contribution / active EE | $4,172 | $7,800-46.5% | $4,310-3.2% | $4,761-12.4% |
| Participant deferral / active EE | $9,326 | $13,003-28.3% | $7,107+31.2% | $5,982+55.9% |
| Admin fee / account holder | $37,759 | $8,489+344.8% | $5,158+632.1% | $11,246+235.8% |