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 | $211,784 | $118,680+78.5% | $98,907+114.1% | $158,922+33.3% |
| Participation rate | 78.3% | 77.8%+0.4pp | 76.0%+2.2pp | 82.0%-3.7pp |
| Annual return | 15.65% | 372.35%-356.7pp | 196.43%-180.8pp | 302.83%-287.2pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $9,470 | $5,088+86.1% | $4,244+123.1% | $5,982+58.3% |
| Admin fee / account holder | $329 | $10,131-96.7% | $6,642-95.0% | $11,246-97.1% |