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 | $233,287 | $127,065+83.6% | $113,168+106.1% | $142,382+63.8% |
| Participation rate | 71.4% | 79.2%-7.8pp | 76.6%-5.1pp | 80.1%-8.7pp |
| Annual return | 17.14% | 24.03%-6.9pp | 24.27%-7.1pp | 217.08%-199.9pp |
| Employer contribution / active EE | $2,069 | $3,442-39.9% | $2,975-30.4% | $4,299-51.9% |
| Participant deferral / active EE | $9,431 | $5,716+65.0% | $5,107+84.7% | $6,507+44.9% |
| Admin fee / account holder | $3,132 | $15,736-80.1% | $12,068-74.0% | $12,624-75.2% |