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 | $155,219 | $133,958+15.9% | $112,228+38.3% | $134,475+15.4% |
| Participation rate | 72.7% | 78.6%-5.8pp | 75.1%-2.3pp | 81.2%-8.5pp |
| Annual return | 4.53% | 47.11%-42.6pp | 27.45%-22.9pp | 417.96%-413.4pp |
| Employer contribution / active EE | $2,142 | $4,038-46.9% | $3,635-41.1% | $4,740-54.8% |
| Participant deferral / active EE | $5,285 | $5,291-0.1% | $4,728+11.8% | $6,400-17.4% |
| Admin fee / account holder | $3,183 | $7,489-57.5% | $6,410-50.3% | $11,426-72.1% |