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 | $198,178 | $118,450+67.3% | $98,439+101.3% | $139,434+42.1% |
| Participation rate | 73.7% | 77.4%-3.8pp | 75.2%-1.5pp | 80.3%-6.6pp |
| Annual return | 14.70% | 18.94%-4.2pp | 21.16%-6.5pp | 372.94%-358.2pp |
| Employer contribution / active EE | $3,031 | $3,609-16.0% | $3,048-0.6% | $4,751-36.2% |
| Participant deferral / active EE | $5,911 | $5,392+9.6% | $4,738+24.8% | $6,710-11.9% |
| Admin fee / account holder | $2,917 | $14,026-79.2% | $8,948-67.4% | $11,403-74.4% |