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 | $172,210 | $89,355+92.7% | $141,162+22.0% | $72,985+136.0% |
| Participation rate | 77.8% | 75.1%+2.7pp | 82.5%-4.7pp | 69.5%+8.3pp |
| Annual return | 29.19% | 111.85%-82.7pp | 71.39%-42.2pp | 81.00%-51.8pp |
| Employer contribution / active EE | $2,481 | $3,114-20.3% | $4,735-47.6% | $2,440+1.7% |
| Participant deferral / active EE | $10,789 | $5,418+99.1% | $6,709+60.8% | $3,607+199.1% |
| Admin fee / account holder | $1,579 | $5,958-73.5% | $10,261-84.6% | $5,124-69.2% |