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 | $152,183 | $126,574+20.2% | $106,213+43.3% | $145,922+4.3% |
| Participation rate | 71.4% | 77.6%-6.2pp | 75.3%-3.9pp | 80.3%-8.8pp |
| Annual return | 12.92% | 224.79%-211.9pp | 116.14%-103.2pp | 561.29%-548.4pp |
| Employer contribution / active EE | $838 | $3,730-77.5% | $3,171-73.6% | $4,660-82.0% |
| Participant deferral / active EE | $2,288 | $5,724-60.0% | $5,016-54.4% | $6,688-65.8% |
| Admin fee / account holder | $26,492 | $17,304+53.1% | $11,033+140.1% | $13,397+97.7% |