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 | $171,543 | $117,841+45.6% | $102,423+67.5% | $145,922+17.6% |
| Participation rate | 84.2% | 78.6%+5.6pp | 76.5%+7.7pp | 80.3%+3.9pp |
| Annual return | 10.85% | 31.65%-20.8pp | 29.32%-18.5pp | 561.29%-550.4pp |
| Employer contribution / active EE | $1,157 | $3,615-68.0% | $3,023-61.7% | $4,660-75.2% |
| Participant deferral / active EE | $4,479 | $5,731-21.8% | $5,053-11.4% | $6,688-33.0% |
| Admin fee / account holder | $8,439 | $13,326-36.7% | $9,451-10.7% | $13,397-37.0% |