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 | $175,524 | $118,680+47.9% | $98,907+77.5% | $158,922+10.4% |
| Participation rate | 87.5% | 77.8%+9.7pp | 76.0%+11.5pp | 82.0%+5.5pp |
| Annual return | 15.94% | 372.35%-356.4pp | 196.43%-180.5pp | 302.83%-286.9pp |
| Employer contribution / active EE | $830 | $3,333-75.1% | $2,689-69.1% | $4,761-82.6% |
| Participant deferral / active EE | $9,329 | $5,088+83.4% | $4,244+119.8% | $5,982+56.0% |
| Admin fee / account holder | $1,585 | $10,131-84.4% | $6,642-76.1% | $11,246-85.9% |