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 | $112,729+68.8% | $98,716+92.8% | $137,256+38.7% |
| Participation rate | 86.7% | 74.2%+12.4pp | 69.3%+17.4pp | 80.0%+6.7pp |
| Annual return | 10.42% | 38.48%-28.1pp | 31.81%-21.4pp | 220.34%-209.9pp |
| Employer contribution / active EE | $1,668 | $2,725-38.8% | $2,279-26.8% | $4,156-59.9% |
| Participant deferral / active EE | $7,334 | $4,640+58.0% | $4,048+81.2% | $6,407+14.5% |
| Admin fee / account holder | $10,775 | $10,129+6.4% | $8,703+23.8% | $12,270-12.2% |