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 | $234,794 | $127,065+84.8% | $113,168+107.5% | $142,382+64.9% |
| Participation rate | 71.4% | 79.2%-7.8pp | 76.6%-5.1pp | 80.1%-8.7pp |
| Annual return | 17.65% | 24.03%-6.4pp | 24.27%-6.6pp | 217.08%-199.4pp |
| Employer contribution / active EE | $2,791 | $3,442-18.9% | $2,975-6.2% | $4,299-35.1% |
| Participant deferral / active EE | $8,091 | $5,716+41.5% | $5,107+58.4% | $6,507+24.3% |
| Admin fee / account holder | $58,755 | $15,736+273.4% | $12,068+386.9% | $12,624+365.4% |