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 | $184,597 | $106,515+73.3% | $96,683+90.9% | $139,434+32.4% |
| Participation rate | 78.6% | 77.8%+0.7pp | 74.3%+4.2pp | 80.3%-1.7pp |
| Annual return | 13.92% | 38.43%-24.5pp | 35.69%-21.8pp | 372.94%-359.0pp |
| Employer contribution / active EE | $2,878 | $4,103-29.9% | $3,737-23.0% | $4,751-39.4% |
| Participant deferral / active EE | $6,996 | $5,454+28.3% | $4,878+43.4% | $6,710+4.3% |
| Admin fee / account holder | $4,666 | $7,877-40.8% | $6,730-30.7% | $11,403-59.1% |