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 | $237,330 | $232,540+2.1% | $185,117+28.2% | $147,584+60.8% |
| Participation rate | 72.7% | 82.4%-9.6pp | 77.3%-4.5pp | 82.8%-10.1pp |
| Annual return | 21.04% | 43.03%-22.0pp | 40.50%-19.5pp | 578.55%-557.5pp |
| Employer contribution / active EE | $2,171 | $5,195-58.2% | $4,182-48.1% | $4,876-55.5% |
| Participant deferral / active EE | $7,407 | $5,834+27.0% | $5,045+46.8% | $5,439+36.2% |
| Admin fee / account holder | $2,703 | $10,275-73.7% | $8,159-66.9% | $10,885-75.2% |