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 | $188,562 | $132,634+42.2% | $115,768+62.9% | $137,256+37.4% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.4%-4.4pp | 80.0%-10.0pp |
| Annual return | 16.33% | 160.70%-144.4pp | 100.46%-84.1pp | 220.34%-204.0pp |
| Employer contribution / active EE | $1,792 | $3,360-46.6% | $2,940-39.0% | $4,156-56.9% |
| Participant deferral / active EE | $2,348 | $5,619-58.2% | $4,917-52.2% | $6,407-63.3% |
| Admin fee / account holder | $9,281 | $15,028-38.2% | $12,439-25.4% | $12,270-24.4% |