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 | $228,695 | $142,405+60.6% | $115,157+98.6% | $152,861+49.6% |
| Participation rate | 75.0% | 82.4%-7.4pp | 75.9%-0.9pp | 82.4%-7.4pp |
| Annual return | 13.67% | 41.48%-27.8pp | 35.60%-21.9pp | 345.32%-331.6pp |
| Employer contribution / active EE | $2,182 | $4,010-45.6% | $3,179-31.4% | $4,762-54.2% |
| Participant deferral / active EE | $4,580 | $5,164-11.3% | $4,168+9.9% | $5,850-21.7% |
| Admin fee / account holder | $62,506 | $8,462+638.7% | $7,088+781.9% | $11,596+439.0% |