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 | $226,264 | $127,065+78.1% | $113,168+99.9% | $142,382+58.9% |
| Participation rate | 76.5% | 79.2%-2.7pp | 76.6%-0.1pp | 80.1%-3.6pp |
| Annual return | 16.69% | 24.03%-7.3pp | 24.27%-7.6pp | 217.08%-200.4pp |
| Employer contribution / active EE | $2,432 | $3,442-29.3% | $2,975-18.3% | $4,299-43.4% |
| Participant deferral / active EE | $6,773 | $5,716+18.5% | $5,107+32.6% | $6,507+4.1% |
| Admin fee / account holder | $5,312 | $15,736-66.2% | $12,068-56.0% | $12,624-57.9% |