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 | $209,768 | $115,882+81.0% | $100,516+108.7% | $158,922+32.0% |
| Participation rate | 70.6% | 81.6%-11.0pp | 79.4%-8.8pp | 82.0%-11.4pp |
| Annual return | 42.76% | 34.79%+8.0pp | 30.89%+11.9pp | 302.83%-260.1pp |
| Employer contribution / active EE | $2,158 | $4,103-47.4% | $3,418-36.9% | $4,761-54.7% |
| Participant deferral / active EE | $4,708 | $6,674-29.5% | $6,270-24.9% | $5,982-21.3% |
| Admin fee / account holder | $17,805 | $10,995+61.9% | $8,081+120.3% | $11,246+58.3% |