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 | $243,401 | $157,256+54.8% | $141,162+72.4% | $152,861+59.2% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 18.08% | 64.32%-46.2pp | 71.39%-53.3pp | 345.32%-327.2pp |
| Employer contribution / active EE | $3,194 | $5,261-39.3% | $4,735-32.6% | $4,762-32.9% |
| Participant deferral / active EE | $11,222 | $7,109+57.8% | $6,709+67.3% | $5,850+91.8% |
| Admin fee / account holder | $6,039 | $12,120-50.2% | $10,261-41.1% | $11,596-47.9% |