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 | $209,913 | $124,425+68.7% | $112,040+87.4% | $137,256+52.9% |
| Participation rate | 71.4% | 79.3%-7.9pp | 76.5%-5.1pp | 80.0%-8.5pp |
| Annual return | 11.92% | 24.72%-12.8pp | 24.52%-12.6pp | 220.34%-208.4pp |
| Employer contribution / active EE | $878 | $3,411-74.3% | $2,954-70.3% | $4,156-78.9% |
| Participant deferral / active EE | $3,897 | $5,718-31.9% | $5,098-23.6% | $6,407-39.2% |
| Admin fee / account holder | $4,863 | $15,207-68.0% | $12,098-59.8% | $12,270-60.4% |