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 | $191,155 | $106,515+79.5% | $96,683+97.7% | $139,434+37.1% |
| Participation rate | 84.2% | 77.8%+6.4pp | 74.3%+9.9pp | 80.3%+3.9pp |
| Annual return | 17.51% | 38.43%-20.9pp | 35.69%-18.2pp | 372.94%-355.4pp |
| Employer contribution / active EE | $5,927 | $4,103+44.5% | $3,737+58.6% | $4,751+24.8% |
| Participant deferral / active EE | $5,528 | $5,454+1.4% | $4,878+13.3% | $6,710-17.6% |
| Admin fee / account holder | $656 | $7,877-91.7% | $6,730-90.3% | $11,403-94.3% |