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 | $163,246 | $98,750+65.3% | $149,696+9.1% | $79,858+104.4% |
| Participation rate | 73.7% | 75.8%-2.1pp | 82.5%-8.8pp | 69.6%+4.1pp |
| Annual return | 13.73% | 27.43%-13.7pp | 276.60%-262.9pp | 31.71%-18.0pp |
| Employer contribution / active EE | $2,425 | $3,216-24.6% | $4,644-47.8% | $2,471-1.9% |
| Participant deferral / active EE | $7,054 | $5,680+24.2% | $6,842+3.1% | $3,740+88.6% |
| Admin fee / account holder | $834 | $6,053-86.2% | $9,309-91.0% | $5,306-84.3% |