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 | $220,671 | $94,752+132.9% | $112,887+95.5% | $139,434+58.3% |
| Participation rate | 77.8% | 81.3%-3.5pp | 80.5%-2.7pp | 80.3%-2.5pp |
| Annual return | 16.07% | 40.88%-24.8pp | 34.10%-18.0pp | 372.94%-356.9pp |
| Employer contribution / active EE | $9,567 | $4,625+106.8% | $4,563+109.6% | $4,751+101.4% |
| Participant deferral / active EE | $2,479 | $6,512-61.9% | $6,513-61.9% | $6,710-63.1% |
| Admin fee / account holder | $4,630 | $8,527-45.7% | $7,047-34.3% | $11,403-59.4% |