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 | $189,787 | $127,065+49.4% | $113,168+67.7% | $142,382+33.3% |
| Participation rate | 72.7% | 79.2%-6.5pp | 76.6%-3.8pp | 80.1%-7.4pp |
| Annual return | 16.08% | 24.03%-8.0pp | 24.27%-8.2pp | 217.08%-201.0pp |
| Employer contribution / active EE | $1,985 | $3,442-42.3% | $2,975-33.3% | $4,299-53.8% |
| Participant deferral / active EE | $3,085 | $5,716-46.0% | $5,107-39.6% | $6,507-52.6% |
| Admin fee / account holder | $28,138 | $15,736+78.8% | $12,068+133.2% | $12,624+122.9% |