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 | $202,783 | $106,515+90.4% | $96,683+109.7% | $139,434+45.4% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.3%+3.4pp | 80.3%-2.5pp |
| Annual return | 18.91% | 38.43%-19.5pp | 35.69%-16.8pp | 372.94%-354.0pp |
| Employer contribution / active EE | $1,944 | $4,103-52.6% | $3,737-48.0% | $4,751-59.1% |
| Participant deferral / active EE | $4,763 | $5,454-12.7% | $4,878-2.4% | $6,710-29.0% |
| Admin fee / account holder | $364 | $7,877-95.4% | $6,730-94.6% | $11,403-96.8% |