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 | $168,014 | $110,257+52.4% | $96,544+74.0% | $139,434+20.5% |
| Participation rate | 71.4% | 78.1%-6.7pp | 76.0%-4.5pp | 80.3%-8.9pp |
| Annual return | 15.33% | 26.32%-11.0pp | 25.84%-10.5pp | 372.94%-357.6pp |
| Employer contribution / active EE | $1,542 | $3,620-57.4% | $2,965-48.0% | $4,751-67.6% |
| Participant deferral / active EE | $7,638 | $5,548+37.7% | $4,851+57.5% | $6,710+13.8% |
| Admin fee / account holder | $4,946 | $11,591-57.3% | $8,252-40.1% | $11,403-56.6% |