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 | $192,841 | $107,334+79.7% | $92,893+107.6% | $152,861+26.2% |
| Participation rate | 77.8% | 79.8%-2.0pp | 76.0%+1.8pp | 82.4%-4.7pp |
| Annual return | 24.79% | 145.58%-120.8pp | 109.41%-84.6pp | 345.32%-320.5pp |
| Employer contribution / active EE | $1,917 | $4,221-54.6% | $3,653-47.5% | $4,762-59.7% |
| Participant deferral / active EE | $5,449 | $4,845+12.5% | $4,236+28.6% | $5,850-6.9% |
| Admin fee / account holder | $317 | $7,079-95.5% | $5,794-94.5% | $11,596-97.3% |