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 | $181,403 | $110,257+64.5% | $96,544+87.9% | $139,434+30.1% |
| Participation rate | 76.9% | 78.1%-1.2pp | 76.0%+1.0pp | 80.3%-3.4pp |
| Annual return | 12.16% | 26.32%-14.2pp | 25.84%-13.7pp | 372.94%-360.8pp |
| Employer contribution / active EE | $1,323 | $3,620-63.5% | $2,965-55.4% | $4,751-72.2% |
| Participant deferral / active EE | $4,982 | $5,548-10.2% | $4,851+2.7% | $6,710-25.7% |
| Admin fee / account holder | $4,672 | $11,591-59.7% | $8,252-43.4% | $11,403-59.0% |