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 | $212,354 | $161,352+31.6% | $134,172+58.3% | $137,256+54.7% |
| Participation rate | 71.4% | 78.3%-6.9pp | 72.5%-1.0pp | 80.0%-8.5pp |
| Annual return | 12.96% | 28.72%-15.8pp | 25.30%-12.3pp | 220.34%-207.4pp |
| Employer contribution / active EE | $4,501 | $4,099+9.8% | $3,420+31.6% | $4,156+8.3% |
| Participant deferral / active EE | $4,501 | $5,552-18.9% | $4,690-4.0% | $6,407-29.8% |
| Admin fee / account holder | $4,412 | $15,028-70.6% | $12,016-63.3% | $12,270-64.0% |