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 | $194,455 | $106,515+82.6% | $96,683+101.1% | $139,434+39.5% |
| Participation rate | 84.6% | 77.8%+6.8pp | 74.3%+10.3pp | 80.3%+4.3pp |
| Annual return | 20.48% | 38.43%-17.9pp | 35.69%-15.2pp | 372.94%-352.5pp |
| Employer contribution / active EE | $1,923 | $4,103-53.1% | $3,737-48.5% | $4,751-59.5% |
| Participant deferral / active EE | $5,068 | $5,454-7.1% | $4,878+3.9% | $6,710-24.5% |
| Admin fee / account holder | $821 | $7,877-89.6% | $6,730-87.8% | $11,403-92.8% |