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 | $175,142 | $106,515+64.4% | $96,683+81.2% | $139,434+25.6% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.3%+3.4pp | 80.3%-2.5pp |
| Annual return | 11.84% | 38.43%-26.6pp | 35.69%-23.9pp | 372.94%-361.1pp |
| Employer contribution / active EE | $3,784 | $4,103-7.8% | $3,737+1.3% | $4,751-20.3% |
| Participant deferral / active EE | $11,241 | $5,454+106.1% | $4,878+130.4% | $6,710+67.5% |
| Admin fee / account holder | $63,804 | $7,877+710.0% | $6,730+848.1% | $11,403+459.6% |