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 | $161,433 | $113,339+42.4% | $94,993+69.9% | $147,584+9.4% |
| Participation rate | 78.6% | 78.0%+0.6pp | 73.9%+4.7pp | 82.8%-4.3pp |
| Annual return | 15.87% | 20.77%-4.9pp | 27.12%-11.2pp | 578.55%-562.7pp |
| Employer contribution / active EE | $676 | $3,160-78.6% | $2,603-74.1% | $4,876-86.1% |
| Participant deferral / active EE | $2,162 | $3,777-42.8% | $3,317-34.8% | $5,439-60.3% |
| Admin fee / account holder | $959 | $6,063-84.2% | $4,960-80.7% | $10,885-91.2% |