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 | $228,021 | $127,065+79.5% | $113,168+101.5% | $142,382+60.1% |
| Participation rate | 71.4% | 79.2%-7.8pp | 76.6%-5.1pp | 80.1%-8.7pp |
| Annual return | 14.49% | 24.03%-9.5pp | 24.27%-9.8pp | 217.08%-202.6pp |
| Employer contribution / active EE | $2,451 | $3,442-28.8% | $2,975-17.6% | $4,299-43.0% |
| Participant deferral / active EE | $6,071 | $5,716+6.2% | $5,107+18.9% | $6,507-6.7% |
| Admin fee / account holder | $1,351 | $15,736-91.4% | $12,068-88.8% | $12,624-89.3% |