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 | $201,806 | $133,922+50.7% | $116,228+73.6% | $142,382+41.7% |
| Participation rate | 71.4% | 77.9%-6.4pp | 74.6%-3.1pp | 80.1%-8.7pp |
| Annual return | 13.74% | 147.76%-134.0pp | 90.06%-76.3pp | 217.08%-203.3pp |
| Employer contribution / active EE | $1,307 | $3,446-62.1% | $2,994-56.4% | $4,299-69.6% |
| Participant deferral / active EE | $7,101 | $5,672+25.2% | $4,953+43.4% | $6,507+9.1% |
| Admin fee / account holder | $1,377 | $14,945-90.8% | $11,989-88.5% | $12,624-89.1% |