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 | $192,968 | $152,587+26.5% | $125,175+54.2% | $152,861+26.2% |
| Participation rate | 88.9% | 83.3%+5.6pp | 79.8%+9.1pp | 82.4%+6.4pp |
| Annual return | 19.28% | 54.84%-35.6pp | 43.79%-24.5pp | 345.32%-326.0pp |
| Employer contribution / active EE | $1,963 | $4,946-60.3% | $3,865-49.2% | $4,762-58.8% |
| Participant deferral / active EE | $4,233 | $5,868-27.9% | $4,937-14.3% | $5,850-27.6% |
| Admin fee / account holder | $4,586 | $13,434-65.9% | $9,702-52.7% | $11,596-60.5% |