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 | $180,785 | $98,463+83.6% | $119,258+51.6% | $85,850+110.6% |
| Participation rate | 76.9% | 77.6%-0.7pp | 82.7%-5.8pp | 69.3%+7.6pp |
| Annual return | 12.81% | 38.53%-25.7pp | 30.69%-17.9pp | 318.53%-305.7pp |
| Employer contribution / active EE | $3,806 | $3,698+2.9% | $4,384-13.2% | $2,565+48.4% |
| Participant deferral / active EE | $2,781 | $4,942-43.7% | $6,111-54.5% | $3,952-29.6% |
| Admin fee / account holder | $987 | $7,493-86.8% | $7,226-86.3% | $6,260-84.2% |