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 | $240,086 | $157,256+52.7% | $141,162+70.1% | $152,861+57.1% |
| Participation rate | 82.4% | 84.8%-2.5pp | 82.5%-0.1pp | 82.4%-0.1pp |
| Annual return | 27.87% | 64.32%-36.5pp | 71.39%-43.5pp | 345.32%-317.4pp |
| Employer contribution / active EE | $3,296 | $5,261-37.4% | $4,735-30.4% | $4,762-30.8% |
| Participant deferral / active EE | $11,107 | $7,109+56.2% | $6,709+65.5% | $5,850+89.9% |
| Admin fee / account holder | $26,743 | $12,120+120.6% | $10,261+160.6% | $11,596+130.6% |