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 | $173,579 | $115,770+49.9% | $101,248+71.4% | $158,922+9.2% |
| Participation rate | 81.8% | 79.4%+2.5pp | 75.8%+6.0pp | 82.0%-0.1pp |
| Annual return | 15.02% | 56.14%-41.1pp | 46.47%-31.5pp | 302.83%-287.8pp |
| Employer contribution / active EE | $2,182 | $4,175-47.7% | $3,660-40.4% | $4,761-54.2% |
| Participant deferral / active EE | $3,160 | $4,957-36.3% | $4,370-27.7% | $5,982-47.2% |
| Admin fee / account holder | $624 | $7,245-91.4% | $5,945-89.5% | $11,246-94.5% |