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 | $186,564 | $111,754+66.9% | $103,333+80.5% | $145,922+27.9% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 11.23% | 24.77%-13.5pp | 24.88%-13.7pp | 561.29%-550.1pp |
| Employer contribution / active EE | $3,125 | $4,212-25.8% | $3,868-19.2% | $4,660-32.9% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $5,057-100.0% | $6,688-100.0% |
| Admin fee / account holder | $8,687 | $9,750-10.9% | $8,355+4.0% | $13,397-35.2% |