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 | $201,834 | $116,175+73.7% | $93,606+115.6% | $152,861+32.0% |
| Participation rate | 71.4% | 78.0%-6.6pp | 75.8%-4.4pp | 82.4%-11.0pp |
| Annual return | 13.19% | 35.96%-22.8pp | 32.76%-19.6pp | 345.32%-332.1pp |
| Employer contribution / active EE | $1,092 | $3,218-66.1% | $2,718-59.8% | $4,762-77.1% |
| Participant deferral / active EE | $3,711 | $4,603-19.4% | $4,069-8.8% | $5,850-36.6% |
| Admin fee / account holder | $5,264 | $10,748-51.0% | $7,888-33.3% | $11,596-54.6% |