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 | $187,914 | $106,515+76.4% | $96,683+94.4% | $139,434+34.8% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 16.49% | 38.43%-21.9pp | 35.69%-19.2pp | 372.94%-356.5pp |
| Employer contribution / active EE | $2,717 | $4,103-33.8% | $3,737-27.3% | $4,751-42.8% |
| Participant deferral / active EE | $7,768 | $5,454+42.4% | $4,878+59.2% | $6,710+15.8% |
| Admin fee / account holder | $3,504 | $7,877-55.5% | $6,730-47.9% | $11,403-69.3% |