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 | $168,761 | $115,882+45.6% | $100,516+67.9% | $158,922+6.2% |
| Participation rate | 87.5% | 81.6%+5.9pp | 79.4%+8.1pp | 82.0%+5.5pp |
| Annual return | 14.26% | 34.79%-20.5pp | 30.89%-16.6pp | 302.83%-288.6pp |
| Employer contribution / active EE | $2,558 | $4,103-37.6% | $3,418-25.1% | $4,761-46.3% |
| Participant deferral / active EE | $8,092 | $6,674+21.2% | $6,270+29.1% | $5,982+35.3% |
| Admin fee / account holder | $2,530 | $10,995-77.0% | $8,081-68.7% | $11,246-77.5% |