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 | $164,326 | $105,181+56.2% | $159,436+3.1% | $85,850+91.4% |
| Participation rate | 71.7% | 75.8%-4.1pp | 82.8%-11.1pp | 69.3%+2.4pp |
| Annual return | 14.30% | 45.07%-30.8pp | 263.57%-249.3pp | 318.53%-304.2pp |
| Employer contribution / active EE | $1,691 | $3,318-49.0% | $4,829-65.0% | $2,565-34.1% |
| Participant deferral / active EE | $3,128 | $5,945-47.4% | $7,352-57.5% | $3,952-20.8% |
| Admin fee / account holder | $3,254 | $6,933-53.1% | $10,799-69.9% | $6,260-48.0% |