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 | $168,210 | $109,881+53.1% | $150,045+12.1% | $84,808+98.3% |
| Participation rate | 73.6% | 76.1%-2.5pp | 82.3%-8.7pp | 68.3%+5.3pp |
| Annual return | 14.47% | 28.25%-13.8pp | 62.55%-48.1pp | 40.90%-26.4pp |
| Employer contribution / active EE | $858 | $3,561-75.9% | $4,693-81.7% | $2,631-67.4% |
| Participant deferral / active EE | $8,652 | $6,636+30.4% | $7,997+8.2% | $4,212+105.4% |
| Admin fee / account holder | $2,672 | $8,568-68.8% | $13,435-80.1% | $7,344-63.6% |