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 | $186,180 | $117,841+58.0% | $102,423+81.8% | $145,922+27.6% |
| Participation rate | 72.7% | 78.6%-5.9pp | 76.5%-3.8pp | 80.3%-7.5pp |
| Annual return | 9.88% | 31.65%-21.8pp | 29.32%-19.4pp | 561.29%-551.4pp |
| Employer contribution / active EE | $1,289 | $3,615-64.3% | $3,023-57.4% | $4,660-72.3% |
| Participant deferral / active EE | $3,463 | $5,731-39.6% | $5,053-31.5% | $6,688-48.2% |
| Admin fee / account holder | $7,132 | $13,326-46.5% | $9,451-24.5% | $13,397-46.8% |