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 | $167,803 | $152,587+10.0% | $125,175+34.1% | $152,861+9.8% |
| Participation rate | 75.0% | 83.3%-8.3pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 23.02% | 54.84%-31.8pp | 43.79%-20.8pp | 345.32%-322.3pp |
| Employer contribution / active EE | $2,259 | $4,946-54.3% | $3,865-41.6% | $4,762-52.6% |
| Participant deferral / active EE | $3,362 | $5,868-42.7% | $4,937-31.9% | $5,850-42.5% |
| Admin fee / account holder | $305 | $13,434-97.7% | $9,702-96.9% | $11,596-97.4% |