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 | $162,687 | $99,652+63.3% | $78,778+106.5% | $147,584+10.2% |
| Participation rate | 76.9% | 76.2%+0.7pp | 69.2%+7.7pp | 82.8%-5.9pp |
| Annual return | 9.43% | 47.28%-37.9pp | 35.62%-26.2pp | 578.55%-569.1pp |
| Employer contribution / active EE | $785 | $2,796-71.9% | $1,986-60.5% | $4,876-83.9% |
| Participant deferral / active EE | $2,190 | $3,664-40.2% | $2,958-26.0% | $5,439-59.7% |
| Admin fee / account holder | $1,116 | $7,155-84.4% | $5,134-78.3% | $10,885-89.8% |