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 | $229,305 | $101,618+125.7% | $93,063+146.4% | $137,256+67.1% |
| Participation rate | 75.0% | 74.9%+0.1pp | 72.1%+2.9pp | 80.0%-5.0pp |
| Annual return | 10.74% | 223.95%-213.2pp | 34.15%-23.4pp | 220.34%-209.6pp |
| Employer contribution / active EE | $1,302 | $2,707-51.9% | $2,476-47.4% | $4,156-68.7% |
| Participant deferral / active EE | $1,922 | $4,279-55.1% | $3,958-51.4% | $6,407-70.0% |
| Admin fee / account holder | $4,528 | $6,198-27.0% | $6,033-25.0% | $12,270-63.1% |