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 | $206,926 | $107,334+92.8% | $92,893+122.8% | $152,861+35.4% |
| Participation rate | 73.3% | 79.8%-6.5pp | 76.0%-2.7pp | 82.4%-9.1pp |
| Annual return | 14.70% | 145.58%-130.9pp | 109.41%-94.7pp | 345.32%-330.6pp |
| Employer contribution / active EE | $3,588 | $4,221-15.0% | $3,653-1.8% | $4,762-24.7% |
| Participant deferral / active EE | $8,983 | $4,845+85.4% | $4,236+112.1% | $5,850+53.6% |
| Admin fee / account holder | $11,165 | $7,079+57.7% | $5,794+92.7% | $11,596-3.7% |