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 | $179,160 | $111,814+60.2% | $103,374+73.3% | $145,959+22.7% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 9.64% | 24.77%-15.1pp | 24.89%-15.3pp | 561.95%-552.3pp |
| Employer contribution / active EE | $2,540 | $4,214-39.7% | $3,869-34.4% | $4,661-45.5% |
| Participant deferral / active EE | $9,801 | $5,618+74.5% | $5,058+93.8% | $6,689+46.5% |
| Admin fee / account holder | $1,519 | $9,754-84.4% | $8,394-81.9% | $13,398-88.7% |