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 | $114,381+63.8% | $107,525+74.3% | $142,382+31.6% |
| Participation rate | 76.9% | 78.1%-1.2pp | 75.1%+1.8pp | 80.1%-3.2pp |
| Annual return | 15.39% | 242.71%-227.3pp | 181.32%-165.9pp | 217.08%-201.7pp |
| Employer contribution / active EE | $1,968 | $4,015-51.0% | $3,754-47.6% | $4,299-54.2% |
| Participant deferral / active EE | $9,755 | $5,564+75.3% | $5,116+90.7% | $6,507+49.9% |
| Admin fee / account holder | $17,701 | $9,860+79.5% | $8,919+98.5% | $12,624+40.2% |