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 | $156,020 | $106,584+46.4% | $101,326+54.0% | $142,382+9.6% |
| Participation rate | 77.8% | 82.7%-4.9pp | 81.5%-3.7pp | 80.1%-2.3pp |
| Annual return | 16.15% | 36.93%-20.8pp | 36.82%-20.7pp | 217.08%-200.9pp |
| Employer contribution / active EE | $1,838 | $3,956-53.5% | $3,665-49.9% | $4,299-57.3% |
| Participant deferral / active EE | $5,268 | $8,297-36.5% | $7,994-34.1% | $6,507-19.1% |
| Admin fee / account holder | $438 | $11,446-96.2% | $11,185-96.1% | $12,624-96.5% |