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 | $218,771 | $183,519+19.2% | $155,509+40.7% | $145,922+49.9% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 13.44% | 61.17%-47.7pp | 64.67%-51.2pp | 561.29%-547.8pp |
| Employer contribution / active EE | $2,890 | $5,313-45.6% | $4,672-38.2% | $4,660-38.0% |
| Participant deferral / active EE | $8,890 | $6,462+37.6% | $5,626+58.0% | $6,688+32.9% |
| Admin fee / account holder | $4,668 | $19,313-75.8% | $15,912-70.7% | $13,397-65.2% |