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 | $167,256 | $98,750+69.4% | $149,696+11.7% | $79,858+109.4% |
| Participation rate | 72.4% | 75.8%-3.4pp | 82.5%-10.1pp | 69.6%+2.8pp |
| Annual return | 15.40% | 27.43%-12.0pp | 276.60%-261.2pp | 31.71%-16.3pp |
| Employer contribution / active EE | $848 | $3,216-73.6% | $4,644-81.7% | $2,471-65.7% |
| Participant deferral / active EE | $5,492 | $5,680-3.3% | $6,842-19.7% | $3,740+46.8% |
| Admin fee / account holder | $7,781 | $6,053+28.6% | $9,309-16.4% | $5,306+46.6% |