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 | $235,836 | $152,587+54.6% | $125,175+88.4% | $152,861+54.3% |
| Participation rate | 70.8% | 83.3%-12.5pp | 79.8%-8.9pp | 82.4%-11.6pp |
| Annual return | 23.11% | 54.84%-31.7pp | 43.79%-20.7pp | 345.32%-322.2pp |
| Employer contribution / active EE | $1,167 | $4,946-76.4% | $3,865-69.8% | $4,762-75.5% |
| Participant deferral / active EE | $3,830 | $5,868-34.7% | $4,937-22.4% | $5,850-34.5% |
| Admin fee / account holder | $3,212 | $13,434-76.1% | $9,702-66.9% | $11,596-72.3% |