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 | $176,409 | $98,750+78.6% | $149,696+17.8% | $79,858+120.9% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.5%-7.5pp | 69.6%+5.4pp |
| Annual return | 16.36% | 27.43%-11.1pp | 276.60%-260.2pp | 31.71%-15.4pp |
| Employer contribution / active EE | $2,327 | $3,216-27.7% | $4,644-49.9% | $2,471-5.8% |
| Participant deferral / active EE | $7,436 | $5,680+30.9% | $6,842+8.7% | $3,740+98.8% |
| Admin fee / account holder | $31,090 | $6,053+413.7% | $9,309+234.0% | $5,306+485.9% |