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 | $190,148 | $98,240+93.6% | $82,313+131.0% | $147,584+28.8% |
| Participation rate | 78.6% | 79.7%-1.2pp | 76.9%+1.7pp | 82.8%-4.3pp |
| Annual return | 15.56% | 30.85%-15.3pp | 25.88%-10.3pp | 578.55%-563.0pp |
| Employer contribution / active EE | $2,122 | $3,192-33.5% | $2,428-12.6% | $4,876-56.5% |
| Participant deferral / active EE | $6,595 | $4,383+50.5% | $3,706+77.9% | $5,439+21.3% |
| Admin fee / account holder | $4,817 | $8,563-43.7% | $5,608-14.1% | $10,885-55.7% |