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 | $187,364 | $111,535+68.0% | $105,223+78.1% | $137,256+36.5% |
| Participation rate | 76.9% | 78.1%-1.2pp | 75.0%+1.9pp | 80.0%-3.0pp |
| Annual return | 15.39% | 237.85%-222.5pp | 180.65%-165.3pp | 220.34%-205.0pp |
| Employer contribution / active EE | $1,968 | $3,939-50.0% | $3,689-46.6% | $4,156-52.6% |
| Participant deferral / active EE | $9,755 | $5,500+77.4% | $5,072+92.3% | $6,407+52.3% |
| Admin fee / account holder | $17,701 | $9,721+82.1% | $8,859+99.8% | $12,270+44.3% |