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 | $178,530 | $127,777+39.7% | $106,548+67.6% | $167,490+6.6% |
| Participation rate | 73.9% | 78.3%-4.4pp | 76.1%-2.2pp | 82.1%-8.2pp |
| Annual return | 8.51% | 33.87%-25.4pp | 26.80%-18.3pp | 478.56%-470.0pp |
| Employer contribution / active EE | $2,563 | $3,427-25.2% | $2,819-9.1% | $4,837-47.0% |
| Participant deferral / active EE | $5,499 | $5,087+8.1% | $4,398+25.0% | $6,341-13.3% |
| Admin fee / account holder | $13,082 | $11,228+16.5% | $7,407+76.6% | $12,309+6.3% |