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 | $180,110 | $106,515+69.1% | $96,683+86.3% | $139,434+29.2% |
| Participation rate | 90.9% | 77.8%+13.1pp | 74.3%+16.6pp | 80.3%+10.6pp |
| Annual return | 22.80% | 38.43%-15.6pp | 35.69%-12.9pp | 372.94%-350.1pp |
| Employer contribution / active EE | $1,756 | $4,103-57.2% | $3,737-53.0% | $4,751-63.0% |
| Participant deferral / active EE | $4,609 | $5,454-15.5% | $4,878-5.5% | $6,710-31.3% |
| Admin fee / account holder | $3,483 | $7,877-55.8% | $6,730-48.2% | $11,403-69.5% |