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 | $216,539 | $118,450+82.8% | $98,439+120.0% | $139,434+55.3% |
| Participation rate | 73.3% | 77.4%-4.1pp | 75.2%-1.8pp | 80.3%-7.0pp |
| Annual return | 11.71% | 18.94%-7.2pp | 21.16%-9.4pp | 372.94%-361.2pp |
| Employer contribution / active EE | $1,759 | $3,609-51.3% | $3,048-42.3% | $4,751-63.0% |
| Participant deferral / active EE | $3,399 | $5,392-37.0% | $4,738-28.3% | $6,710-49.3% |
| Admin fee / account holder | $54,665 | $14,026+289.7% | $8,948+510.9% | $11,403+379.4% |