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 | $204,922 | $124,281+64.9% | $109,143+87.8% | $167,490+22.3% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.9%+4.1pp | 82.1%-2.1pp |
| Annual return | 12.85% | 26.04%-13.2pp | 25.75%-12.9pp | 478.56%-465.7pp |
| Employer contribution / active EE | $3,236 | $4,207-23.1% | $3,722-13.1% | $4,837-33.1% |
| Participant deferral / active EE | $4,817 | $5,255-8.3% | $4,653+3.5% | $6,341-24.0% |
| Admin fee / account holder | $694 | $7,970-91.3% | $6,752-89.7% | $12,309-94.4% |