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 | $213,753 | $157,256+35.9% | $141,162+51.4% | $152,861+39.8% |
| Participation rate | 70.0% | 84.8%-14.8pp | 82.5%-12.5pp | 82.4%-12.4pp |
| Annual return | 25.44% | 64.32%-38.9pp | 71.39%-46.0pp | 345.32%-319.9pp |
| Employer contribution / active EE | $2,108 | $5,261-59.9% | $4,735-55.5% | $4,762-55.7% |
| Participant deferral / active EE | $9,067 | $7,109+27.5% | $6,709+35.1% | $5,850+55.0% |
| Admin fee / account holder | $2,038 | $12,120-83.2% | $10,261-80.1% | $11,596-82.4% |