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 | $230,531 | $123,793+86.2% | $177,821+29.6% | $79,858+188.7% |
| Participation rate | 77.8% | 84.7%-6.9pp | 87.7%-9.9pp | 69.6%+8.1pp |
| Annual return | 17.56% | 22.82%-5.3pp | 48.32%-30.8pp | 31.71%-14.1pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $11,356 | $5,956+90.7% | $7,714+47.2% | $3,740+203.6% |
| Admin fee / account holder | $6,161 | $7,243-14.9% | $12,427-50.4% | $5,306+16.1% |