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 | $202,936 | $112,096+81.0% | $95,952+111.5% | $158,922+27.7% |
| Participation rate | 71.4% | 79.0%-7.5pp | 77.1%-5.6pp | 82.0%-10.5pp |
| Annual return | 22.43% | 171.09%-148.7pp | 91.61%-69.2pp | 302.83%-280.4pp |
| Employer contribution / active EE | $1,746 | $3,198-45.4% | $2,541-31.3% | $4,761-63.3% |
| Participant deferral / active EE | $3,189 | $4,784-33.3% | $4,167-23.5% | $5,982-46.7% |
| Admin fee / account holder | $4,211 | $10,130-58.4% | $6,795-38.0% | $11,246-62.6% |