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 | $222,391 | $102,616+116.7% | $81,983+171.3% | $158,922+39.9% |
| Participation rate | 73.3% | 75.5%-2.2pp | 69.2%+4.1pp | 82.0%-8.6pp |
| Annual return | 13.58% | 61.04%-47.5pp | 41.31%-27.7pp | 302.83%-289.2pp |
| Employer contribution / active EE | $0 | $3,240-100.0% | $2,498-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,067 | $4,648-34.0% | $3,722-17.6% | $5,982-48.7% |
| Admin fee / account holder | $15,602 | $8,235+89.5% | $5,664+175.5% | $11,246+38.7% |