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 | $193,958 | $99,918+94.1% | $81,382+138.3% | $145,922+32.9% |
| Participation rate | 70.6% | 74.2%-3.6pp | 69.5%+1.1pp | 80.3%-9.7pp |
| Annual return | 18.25% | 34.32%-16.1pp | 24.73%-6.5pp | 561.29%-543.0pp |
| Employer contribution / active EE | $1,922 | $2,978-35.5% | $2,463-22.0% | $4,660-58.8% |
| Participant deferral / active EE | $4,309 | $4,605-6.4% | $3,883+11.0% | $6,688-35.6% |
| Admin fee / account holder | $1,129 | $8,212-86.3% | $5,768-80.4% | $13,397-91.6% |