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 | $177,350 | $117,841+50.5% | $102,423+73.2% | $145,922+21.5% |
| Participation rate | 78.6% | 78.6%0pp | 76.5%+2.1pp | 80.3%-1.7pp |
| Annual return | 16.99% | 31.65%-14.7pp | 29.32%-12.3pp | 561.29%-544.3pp |
| Employer contribution / active EE | $1,585 | $3,615-56.2% | $3,023-47.6% | $4,660-66.0% |
| Participant deferral / active EE | $4,058 | $5,731-29.2% | $5,053-19.7% | $6,688-39.3% |
| Admin fee / account holder | $2,216 | $13,326-83.4% | $9,451-76.5% | $13,397-83.5% |