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 | $228,341 | $112,729+102.6% | $98,716+131.3% | $137,256+66.4% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.3%+10.7pp | 80.0%0pp |
| Annual return | 12.99% | 38.48%-25.5pp | 31.81%-18.8pp | 220.34%-207.3pp |
| Employer contribution / active EE | $1,662 | $2,725-39.0% | $2,279-27.1% | $4,156-60.0% |
| Participant deferral / active EE | $5,593 | $4,640+20.5% | $4,048+38.2% | $6,407-12.7% |
| Admin fee / account holder | $510 | $10,129-95.0% | $8,703-94.1% | $12,270-95.8% |