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 | $171,046 | $109,982+55.5% | $97,226+75.9% | $145,922+17.2% |
| Participation rate | 83.3% | 75.9%+7.4pp | 72.7%+10.6pp | 80.3%+3.1pp |
| Annual return | 11.40% | 242.90%-231.5pp | 75.13%-63.7pp | 561.29%-549.9pp |
| Employer contribution / active EE | $2,019 | $3,084-34.5% | $2,729-26.0% | $4,660-56.7% |
| Participant deferral / active EE | $5,353 | $4,676+14.5% | $4,264+25.6% | $6,688-20.0% |
| Admin fee / account holder | $4,894 | $6,221-21.3% | $5,654-13.4% | $13,397-63.5% |