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 | $181,464 | $124,425+45.8% | $112,040+62.0% | $137,256+32.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 18.06% | 24.72%-6.7pp | 24.52%-6.5pp | 220.34%-202.3pp |
| Employer contribution / active EE | $2,744 | $3,411-19.6% | $2,954-7.1% | $4,156-34.0% |
| Participant deferral / active EE | $6,186 | $5,718+8.2% | $5,098+21.3% | $6,407-3.5% |
| Admin fee / account holder | $12,123 | $15,207-20.3% | $12,098+0.2% | $12,270-1.2% |