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 | $182,337 | $123,793+47.3% | $177,821+2.5% | $79,858+128.3% |
| Participation rate | 82.3% | 84.7%-2.4pp | 87.7%-5.4pp | 69.6%+12.6pp |
| Annual return | 16.37% | 22.82%-6.4pp | 48.32%-31.9pp | 31.71%-15.3pp |
| Employer contribution / active EE | $1,774 | $4,095-56.7% | $5,918-70.0% | $2,471-28.2% |
| Participant deferral / active EE | $4,187 | $5,956-29.7% | $7,714-45.7% | $3,740+12.0% |
| Admin fee / account holder | $4,696 | $7,243-35.2% | $12,427-62.2% | $5,306-11.5% |