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 | $163,743 | $89,355+83.3% | $141,162+16.0% | $72,985+124.4% |
| Participation rate | 71.4% | 75.1%-3.7pp | 82.5%-11.0pp | 69.5%+1.9pp |
| Annual return | 20.23% | 111.85%-91.6pp | 71.39%-51.2pp | 81.00%-60.8pp |
| Employer contribution / active EE | $2,117 | $3,114-32.0% | $4,735-55.3% | $2,440-13.3% |
| Participant deferral / active EE | $3,519 | $5,418-35.1% | $6,709-47.6% | $3,607-2.5% |
| Admin fee / account holder | $34,442 | $5,958+478.1% | $10,261+235.7% | $5,124+572.1% |