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 | $175,046 | $105,859+65.4% | $90,160+94.2% | $147,584+18.6% |
| Participation rate | 93.3% | 79.7%+13.6pp | 76.9%+16.5pp | 82.8%+10.5pp |
| Annual return | 18.68% | 37.63%-18.9pp | 34.88%-16.2pp | 578.55%-559.9pp |
| Employer contribution / active EE | $4,745 | $4,126+15.0% | $3,318+43.0% | $4,876-2.7% |
| Participant deferral / active EE | $9,380 | $5,733+63.6% | $5,288+77.4% | $5,439+72.5% |
| Admin fee / account holder | $3,469 | $8,046-56.9% | $5,943-41.6% | $10,885-68.1% |