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 | $230,316 | $152,587+50.9% | $125,175+84.0% | $152,861+50.7% |
| Participation rate | 71.4% | 83.3%-11.9pp | 79.8%-8.4pp | 82.4%-11.0pp |
| Annual return | 30.55% | 54.84%-24.3pp | 43.79%-13.2pp | 345.32%-314.8pp |
| Employer contribution / active EE | $1,866 | $4,946-62.3% | $3,865-51.7% | $4,762-60.8% |
| Participant deferral / active EE | $6,015 | $5,868+2.5% | $4,937+21.8% | $5,850+2.8% |
| Admin fee / account holder | $1,020 | $13,434-92.4% | $9,702-89.5% | $11,596-91.2% |