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 | $203,521 | $116,175+75.2% | $93,606+117.4% | $152,861+33.1% |
| Participation rate | 75.0% | 78.0%-3.0pp | 75.8%-0.8pp | 82.4%-7.4pp |
| Annual return | 21.74% | 35.96%-14.2pp | 32.76%-11.0pp | 345.32%-323.6pp |
| Employer contribution / active EE | $2,520 | $3,218-21.7% | $2,718-7.3% | $4,762-47.1% |
| Participant deferral / active EE | $8,123 | $4,603+76.5% | $4,069+99.6% | $5,850+38.8% |
| Admin fee / account holder | $2,129 | $10,748-80.2% | $7,888-73.0% | $11,596-81.6% |