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 | $193,068 | $152,587+26.5% | $125,175+54.2% | $152,861+26.3% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.4%+0.9pp |
| Annual return | 31.22% | 54.84%-23.6pp | 43.79%-12.6pp | 345.32%-314.1pp |
| Employer contribution / active EE | $1,955 | $4,946-60.5% | $3,865-49.4% | $4,762-59.0% |
| Participant deferral / active EE | $6,036 | $5,868+2.9% | $4,937+22.3% | $5,850+3.2% |
| Admin fee / account holder | $306 | $13,434-97.7% | $9,702-96.8% | $11,596-97.4% |