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 | $170,167 | $111,754+52.3% | $103,333+64.7% | $145,922+16.6% |
| Participation rate | 88.2% | 77.9%+10.3pp | 74.5%+13.7pp | 80.3%+8.0pp |
| Annual return | 25.26% | 24.77%+0.5pp | 24.88%+0.4pp | 561.29%-536.0pp |
| Employer contribution / active EE | $2,059 | $4,212-51.1% | $3,868-46.8% | $4,660-55.8% |
| Participant deferral / active EE | $5,116 | $5,619-8.9% | $5,057+1.2% | $6,688-23.5% |
| Admin fee / account holder | $8,620 | $9,750-11.6% | $8,355+3.2% | $13,397-35.7% |