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 | $158,130 | $117,841+34.2% | $102,423+54.4% | $145,922+8.4% |
| Participation rate | 90.0% | 78.6%+11.4pp | 76.5%+13.5pp | 80.3%+9.7pp |
| Annual return | 21.92% | 31.65%-9.7pp | 29.32%-7.4pp | 561.29%-539.4pp |
| Employer contribution / active EE | $2,501 | $3,615-30.8% | $3,023-17.3% | $4,660-46.3% |
| Participant deferral / active EE | $5,025 | $5,731-12.3% | $5,053-0.6% | $6,688-24.9% |
| Admin fee / account holder | $8,746 | $13,326-34.4% | $9,451-7.5% | $13,397-34.7% |