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 | $211,543 | $124,319+70.2% | $111,297+90.1% | $167,490+26.3% |
| Participation rate | 80.0% | 79.6%+0.4pp | 77.3%+2.7pp | 82.1%-2.1pp |
| Annual return | 13.69% | 37.44%-23.7pp | 54.65%-41.0pp | 478.56%-464.9pp |
| Employer contribution / active EE | $7,545 | $3,435+119.6% | $2,731+176.3% | $4,837+56.0% |
| Participant deferral / active EE | $8,454 | $5,180+63.2% | $4,487+88.4% | $6,341+33.3% |
| Admin fee / account holder | $9,421 | $10,618-11.3% | $7,964+18.3% | $12,309-23.5% |