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 | $190,342 | $117,983+61.3% | $101,794+87.0% | $142,382+33.7% |
| Participation rate | 86.7% | 74.2%+12.4pp | 69.2%+17.5pp | 80.1%+6.5pp |
| Annual return | 10.42% | 36.92%-26.5pp | 30.53%-20.1pp | 217.08%-206.7pp |
| Employer contribution / active EE | $1,668 | $2,773-39.8% | $2,289-27.1% | $4,299-61.2% |
| Participant deferral / active EE | $7,334 | $4,714+55.6% | $4,084+79.6% | $6,507+12.7% |
| Admin fee / account holder | $10,775 | $10,433+3.3% | $8,777+22.8% | $12,624-14.6% |