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 | $183,996 | $154,117+19.4% | $129,995+41.5% | $139,434+32.0% |
| Participation rate | 92.3% | 82.0%+10.4pp | 78.5%+13.8pp | 80.3%+12.0pp |
| Annual return | 15.29% | 32.48%-17.2pp | -137.18%+152.5pp | 372.94%-357.7pp |
| Employer contribution / active EE | $1,638 | $5,289-69.0% | $4,320-62.1% | $4,751-65.5% |
| Participant deferral / active EE | $5,090 | $6,710-24.1% | $5,820-12.5% | $6,710-24.1% |
| Admin fee / account holder | $895 | $14,007-93.6% | $10,614-91.6% | $11,403-92.1% |