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 | $176,437 | $112,096+57.4% | $95,952+83.9% | $158,922+11.0% |
| Participation rate | 83.3% | 79.0%+4.4pp | 77.1%+6.3pp | 82.0%+1.4pp |
| Annual return | 9.06% | 171.09%-162.0pp | 91.61%-82.6pp | 302.83%-293.8pp |
| Employer contribution / active EE | $2,673 | $3,198-16.4% | $2,541+5.2% | $4,761-43.9% |
| Participant deferral / active EE | $7,370 | $4,784+54.0% | $4,167+76.9% | $5,982+23.2% |
| Admin fee / account holder | $4,315 | $10,130-57.4% | $6,795-36.5% | $11,246-61.6% |