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 | $235,427 | $154,365+52.5% | $130,231+80.8% | $139,434+68.8% |
| Participation rate | 75.0% | 79.9%-4.9pp | 76.3%-1.3pp | 80.3%-5.3pp |
| Annual return | 11.55% | 30.34%-18.8pp | 38.77%-27.2pp | 372.94%-361.4pp |
| Employer contribution / active EE | $8,508 | $5,170+64.6% | $4,126+106.2% | $4,751+79.1% |
| Participant deferral / active EE | $6,239 | $8,498-26.6% | $6,799-8.2% | $6,710-7.0% |
| Admin fee / account holder | $16,876 | $9,214+83.2% | $6,020+180.4% | $11,403+48.0% |