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 | $223,825 | $78,422+185.4% | $95,952+133.3% | $79,858+180.3% |
| Participation rate | 72.4% | 73.5%-1.1pp | 77.1%-4.7pp | 69.6%+2.8pp |
| Annual return | 10.52% | 19.37%-8.9pp | 91.61%-81.1pp | 31.71%-21.2pp |
| Employer contribution / active EE | $1,428 | $1,945-26.6% | $2,541-43.8% | $2,471-42.2% |
| Participant deferral / active EE | $6,045 | $3,440+75.7% | $4,167+45.1% | $3,740+61.6% |
| Admin fee / account holder | $37,014 | $5,622+558.4% | $6,795+444.7% | $5,306+597.5% |