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 | $182,490 | $96,635+88.8% | $86,612+110.7% | $139,434+30.9% |
| Participation rate | 70.6% | 74.4%-3.8pp | 71.7%-1.1pp | 80.3%-9.7pp |
| Annual return | 26.05% | 106.41%-80.4pp | 591.07%-565.0pp | 372.94%-346.9pp |
| Employer contribution / active EE | $1,811 | $3,263-44.5% | $3,022-40.1% | $4,751-61.9% |
| Participant deferral / active EE | $3,781 | $4,836-21.8% | $4,438-14.8% | $6,710-43.7% |
| Admin fee / account holder | $1,186 | $6,408-81.5% | $5,614-78.9% | $11,403-89.6% |