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 | $189,594 | $124,319+52.5% | $111,297+70.3% | $167,490+13.2% |
| Participation rate | 81.3% | 79.6%+1.6pp | 77.3%+3.9pp | 82.1%-0.9pp |
| Annual return | 11.51% | 37.44%-25.9pp | 54.65%-43.1pp | 478.56%-467.0pp |
| Employer contribution / active EE | $890 | $3,435-74.1% | $2,731-67.4% | $4,837-81.6% |
| Participant deferral / active EE | $2,357 | $5,180-54.5% | $4,487-47.5% | $6,341-62.8% |
| Admin fee / account holder | $8,577 | $10,618-19.2% | $7,964+7.7% | $12,309-30.3% |