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 | $244,492 | $117,841+107.5% | $102,423+138.7% | $145,922+67.6% |
| Participation rate | 70.8% | 78.6%-7.8pp | 76.5%-5.7pp | 80.3%-9.4pp |
| Annual return | 9.36% | 31.65%-22.3pp | 29.32%-20.0pp | 561.29%-551.9pp |
| Employer contribution / active EE | $1,712 | $3,615-52.7% | $3,023-43.4% | $4,660-63.3% |
| Participant deferral / active EE | $5,635 | $5,731-1.7% | $5,053+11.5% | $6,688-15.7% |
| Admin fee / account holder | $15,424 | $13,326+15.7% | $9,451+63.2% | $13,397+15.1% |