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 | $162,042 | $97,125+66.8% | $86,233+87.9% | $137,256+18.1% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.0%+6.0pp | 80.0%-5.0pp |
| Annual return | 14.46% | 74.19%-59.7pp | 61.39%-46.9pp | 220.34%-205.9pp |
| Employer contribution / active EE | $2,067 | $2,841-27.2% | $2,504-17.5% | $4,156-50.3% |
| Participant deferral / active EE | $5,589 | $5,180+7.9% | $4,559+22.6% | $6,407-12.8% |
| Admin fee / account holder | $5,541 | $9,725-43.0% | $8,342-33.6% | $12,270-54.8% |