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 | $164,592 | $106,515+54.5% | $96,683+70.2% | $139,434+18.0% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.3%+13.2pp | 80.3%+7.2pp |
| Annual return | 19.76% | 38.43%-18.7pp | 35.69%-15.9pp | 372.94%-353.2pp |
| Employer contribution / active EE | $5,296 | $4,103+29.1% | $3,737+41.7% | $4,751+11.5% |
| Participant deferral / active EE | $8,903 | $5,454+63.2% | $4,878+82.5% | $6,710+32.7% |
| Admin fee / account holder | $1,248 | $7,877-84.2% | $6,730-81.5% | $11,403-89.1% |