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 | $217,017 | $101,883+113.0% | $453,369-52.1% | $85,850+152.8% |
| Participation rate | 70.4% | 72.3%-1.9pp | 78.0%-7.6pp | 69.3%+1.1pp |
| Annual return | 13.30% | 25.38%-12.1pp | 64.40%-51.1pp | 318.53%-305.2pp |
| Employer contribution / active EE | $1,188 | $2,847-58.3% | $4,070-70.8% | $2,565-53.7% |
| Participant deferral / active EE | $10,251 | $4,782+114.4% | $6,209+65.1% | $3,952+159.4% |
| Admin fee / account holder | $1,120 | $5,706-80.4% | $11,209-90.0% | $6,260-82.1% |