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 5-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 | $212,392 | $111,754+90.1% | $103,333+105.5% | $145,922+45.6% |
| Participation rate | 72.7% | 77.9%-5.2pp | 74.5%-1.8pp | 80.3%-7.5pp |
| Annual return | 34.18% | 24.77%+9.4pp | 24.88%+9.3pp | 561.29%-527.1pp |
| Employer contribution / active EE | $2,396 | $4,212-43.1% | $3,868-38.1% | $4,660-48.6% |
| Participant deferral / active EE | $7,399 | $5,619+31.7% | $5,057+46.3% | $6,688+10.6% |
| Admin fee / account holder | $1,677 | $9,750-82.8% | $8,355-79.9% | $13,397-87.5% |