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 | $179,928 | $114,381+57.3% | $107,525+67.3% | $142,382+26.4% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 15.13% | 242.71%-227.6pp | 181.32%-166.2pp | 217.08%-201.9pp |
| Employer contribution / active EE | $2,392 | $4,015-40.4% | $3,754-36.3% | $4,299-44.4% |
| Participant deferral / active EE | $9,587 | $5,564+72.3% | $5,116+87.4% | $6,507+47.3% |
| Admin fee / account holder | $1,929 | $9,860-80.4% | $8,919-78.4% | $12,624-84.7% |