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 | $174,250 | $107,334+62.3% | $92,893+87.6% | $152,861+14.0% |
| Participation rate | 82.4% | 79.8%+2.6pp | 76.0%+6.3pp | 82.4%-0.1pp |
| Annual return | 20.43% | 145.58%-125.2pp | 109.41%-89.0pp | 345.32%-324.9pp |
| Employer contribution / active EE | $2,812 | $4,221-33.4% | $3,653-23.0% | $4,762-40.9% |
| Participant deferral / active EE | $12,286 | $4,845+153.6% | $4,236+190.0% | $5,850+110.0% |
| Admin fee / account holder | $3,694 | $7,079-47.8% | $5,794-36.3% | $11,596-68.1% |