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 | $159,103 | $117,841+35.0% | $102,423+55.3% | $145,922+9.0% |
| Participation rate | 72.7% | 78.6%-5.9pp | 76.5%-3.8pp | 80.3%-7.5pp |
| Annual return | 15.42% | 31.65%-16.2pp | 29.32%-13.9pp | 561.29%-545.9pp |
| Employer contribution / active EE | $1,767 | $3,615-51.1% | $3,023-41.6% | $4,660-62.1% |
| Participant deferral / active EE | $6,436 | $5,731+12.3% | $5,053+27.4% | $6,688-3.8% |
| Admin fee / account holder | $5,000 | $13,326-62.5% | $9,451-47.1% | $13,397-62.7% |