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 | $193,735 | $140,940+37.5% | $112,229+72.6% | $139,434+38.9% |
| Participation rate | 77.8% | 79.2%-1.4pp | 72.4%+5.3pp | 80.3%-2.5pp |
| Annual return | 14.75% | 32.71%-18.0pp | 30.20%-15.5pp | 372.94%-358.2pp |
| Employer contribution / active EE | $2,598 | $4,283-39.4% | $3,430-24.3% | $4,751-45.3% |
| Participant deferral / active EE | $7,910 | $5,874+34.7% | $4,798+64.9% | $6,710+17.9% |
| Admin fee / account holder | $65,043 | $9,954+553.4% | $7,748+739.4% | $11,403+470.4% |