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 | $205,003 | $157,256+30.4% | $141,162+45.2% | $152,861+34.1% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 24.81% | 64.32%-39.5pp | 71.39%-46.6pp | 345.32%-320.5pp |
| Employer contribution / active EE | $1,303 | $5,261-75.2% | $4,735-72.5% | $4,762-72.6% |
| Participant deferral / active EE | $2,861 | $7,109-59.8% | $6,709-57.4% | $5,850-51.1% |
| Admin fee / account holder | $47,309 | $12,120+290.3% | $10,261+361.0% | $11,596+308.0% |