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 | $176,958 | $115,770+52.9% | $101,248+74.8% | $158,922+11.3% |
| Participation rate | 70.0% | 79.4%-9.4pp | 75.8%-5.8pp | 82.0%-12.0pp |
| Annual return | 28.01% | 56.14%-28.1pp | 46.47%-18.5pp | 302.83%-274.8pp |
| Employer contribution / active EE | $4,380 | $4,175+4.9% | $3,660+19.7% | $4,761-8.0% |
| Participant deferral / active EE | $11,548 | $4,957+133.0% | $4,370+164.3% | $5,982+93.0% |
| Admin fee / account holder | $5,417 | $7,245-25.2% | $5,945-8.9% | $11,246-51.8% |