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 | $108,181 | $51,175+111.4% | $70,515+53.4% | $75,163+43.9% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.3%+31.7pp | 67.2%+32.8pp |
| Annual return | 16.70% | 30.02%-13.3pp | 32.77%-16.1pp | 160.62%-143.9pp |
| Employer contribution / active EE | $1,726 | $1,826-5.5% | $2,973-42.0% | $2,670-35.4% |
| Participant deferral / active EE | $7,324 | $2,849+157.0% | $4,567+60.4% | $4,125+77.5% |
| Admin fee / account holder | $2,748 | $4,091-32.8% | $6,412-57.1% | $5,651-51.4% |