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 | $237,340 | $126,574+87.5% | $106,213+123.5% | $145,922+62.6% |
| Participation rate | 73.9% | 77.6%-3.7pp | 75.3%-1.4pp | 80.3%-6.4pp |
| Annual return | 13.59% | 224.79%-211.2pp | 116.14%-102.6pp | 561.29%-547.7pp |
| Employer contribution / active EE | $1,746 | $3,730-53.2% | $3,171-45.0% | $4,660-62.5% |
| Participant deferral / active EE | $4,130 | $5,724-27.8% | $5,016-17.7% | $6,688-38.2% |
| Admin fee / account holder | $4,136 | $17,304-76.1% | $11,033-62.5% | $13,397-69.1% |