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 | $173,972 | $118,680+46.6% | $98,907+75.9% | $158,922+9.5% |
| Participation rate | 81.0% | 77.8%+3.1pp | 76.0%+4.9pp | 82.0%-1.0pp |
| Annual return | 14.27% | 372.35%-358.1pp | 196.43%-182.2pp | 302.83%-288.6pp |
| Employer contribution / active EE | $1,942 | $3,333-41.7% | $2,689-27.8% | $4,761-59.2% |
| Participant deferral / active EE | $4,253 | $5,088-16.4% | $4,244+0.2% | $5,982-28.9% |
| Admin fee / account holder | $7,229 | $10,131-28.6% | $6,642+8.8% | $11,246-35.7% |