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 | $224,092 | $110,257+103.2% | $96,544+132.1% | $139,434+60.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 16.20% | 26.32%-10.1pp | 25.84%-9.6pp | 372.94%-356.7pp |
| Employer contribution / active EE | $1,524 | $3,620-57.9% | $2,965-48.6% | $4,751-67.9% |
| Participant deferral / active EE | $4,191 | $5,548-24.5% | $4,851-13.6% | $6,710-37.5% |
| Admin fee / account holder | $1,878 | $11,591-83.8% | $8,252-77.2% | $11,403-83.5% |