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 | $208,231 | $99,652+109.0% | $78,778+164.3% | $147,584+41.1% |
| Participation rate | 80.0% | 76.2%+3.8pp | 69.2%+10.8pp | 82.8%-2.8pp |
| Annual return | 13.37% | 47.28%-33.9pp | 35.62%-22.2pp | 578.55%-565.2pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $8,820 | $3,664+140.8% | $2,958+198.1% | $5,439+62.2% |
| Admin fee / account holder | $546 | $7,155-92.4% | $5,134-89.4% | $10,885-95.0% |