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 | $155,557 | $98,750+57.5% | $149,696+3.9% | $79,858+94.8% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.5%-7.5pp | 69.6%+5.4pp |
| Annual return | 16.75% | 27.43%-10.7pp | 276.60%-259.9pp | 31.71%-15.0pp |
| Employer contribution / active EE | $2,920 | $3,216-9.2% | $4,644-37.1% | $2,471+18.2% |
| Participant deferral / active EE | $10,461 | $5,680+84.2% | $6,842+52.9% | $3,740+179.7% |
| Admin fee / account holder | $885 | $6,053-85.4% | $9,309-90.5% | $5,306-83.3% |