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 | $178,634 | $105,126+69.9% | $94,646+88.7% | $139,434+28.1% |
| Participation rate | 75.0% | 82.4%-7.4pp | 80.8%-5.8pp | 80.3%-5.3pp |
| Annual return | 17.60% | 38.03%-20.4pp | 156.71%-139.1pp | 372.94%-355.3pp |
| Employer contribution / active EE | $4,036 | $4,106-1.7% | $3,672+9.9% | $4,751-15.0% |
| Participant deferral / active EE | $7,466 | $7,599-1.8% | $7,418+0.6% | $6,710+11.3% |
| Admin fee / account holder | $1,146 | $8,984-87.2% | $7,231-84.2% | $11,403-89.9% |