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 | $163,569 | $96,635+69.3% | $86,612+88.9% | $139,434+17.3% |
| Participation rate | 78.9% | 74.4%+4.5pp | 71.7%+7.3pp | 80.3%-1.4pp |
| Annual return | 16.22% | 106.41%-90.2pp | 591.07%-574.8pp | 372.94%-356.7pp |
| Employer contribution / active EE | $3,445 | $3,263+5.6% | $3,022+14.0% | $4,751-27.5% |
| Participant deferral / active EE | $8,146 | $4,836+68.5% | $4,438+83.6% | $6,710+21.4% |
| Admin fee / account holder | $1,070 | $6,408-83.3% | $5,614-80.9% | $11,403-90.6% |