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 | $152,835 | $98,750+54.8% | $149,696+2.1% | $79,858+91.4% |
| Participation rate | 74.1% | 75.8%-1.7pp | 82.5%-8.4pp | 69.6%+4.4pp |
| Annual return | 15.68% | 27.43%-11.7pp | 276.60%-260.9pp | 31.71%-16.0pp |
| Employer contribution / active EE | $1,700 | $3,216-47.2% | $4,644-63.4% | $2,471-31.2% |
| Participant deferral / active EE | $5,268 | $5,680-7.2% | $6,842-23.0% | $3,740+40.9% |
| Admin fee / account holder | $651 | $6,053-89.2% | $9,309-93.0% | $5,306-87.7% |