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 | $158,886 | $117,841+34.8% | $102,423+55.1% | $145,922+8.9% |
| Participation rate | 70.0% | 78.6%-8.6pp | 76.5%-6.5pp | 80.3%-10.3pp |
| Annual return | 18.05% | 31.65%-13.6pp | 29.32%-11.3pp | 561.29%-543.2pp |
| Employer contribution / active EE | $1,433 | $3,615-60.4% | $3,023-52.6% | $4,660-69.2% |
| Participant deferral / active EE | $7,955 | $5,731+38.8% | $5,053+57.4% | $6,688+19.0% |
| Admin fee / account holder | $11,674 | $13,326-12.4% | $9,451+23.5% | $13,397-12.9% |