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 | $240,187 | $117,841+103.8% | $102,423+134.5% | $145,922+64.6% |
| Participation rate | 71.4% | 78.6%-7.2pp | 76.5%-5.1pp | 80.3%-8.8pp |
| Annual return | 14.98% | 31.65%-16.7pp | 29.32%-14.3pp | 561.29%-546.3pp |
| Employer contribution / active EE | $1,424 | $3,615-60.6% | $3,023-52.9% | $4,660-69.4% |
| Participant deferral / active EE | $8,349 | $5,731+45.7% | $5,053+65.2% | $6,688+24.8% |
| Admin fee / account holder | $7,972 | $13,326-40.2% | $9,451-15.6% | $13,397-40.5% |