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 | $233,733 | $165,335+41.4% | $149,696+56.1% | $158,922+47.1% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 11.69% | 348.15%-336.5pp | 276.60%-264.9pp | 302.83%-291.1pp |
| Employer contribution / active EE | $2,029 | $5,103-60.2% | $4,644-56.3% | $4,761-57.4% |
| Participant deferral / active EE | $9,309 | $7,181+29.6% | $6,842+36.1% | $5,982+55.6% |
| Admin fee / account holder | $94,865 | $10,807+777.8% | $9,309+919.1% | $11,246+743.6% |