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 | $174,750 | $117,841+48.3% | $102,423+70.6% | $145,922+19.8% |
| Participation rate | 82.4% | 78.6%+3.8pp | 76.5%+5.9pp | 80.3%+2.1pp |
| Annual return | 15.38% | 31.65%-16.3pp | 29.32%-13.9pp | 561.29%-545.9pp |
| Employer contribution / active EE | $3,948 | $3,615+9.2% | $3,023+30.6% | $4,660-15.3% |
| Participant deferral / active EE | $9,610 | $5,731+67.7% | $5,053+90.2% | $6,688+43.7% |
| Admin fee / account holder | $41,461 | $13,326+211.1% | $9,451+338.7% | $13,397+209.5% |