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 | $203,380 | $98,750+106.0% | $149,696+35.9% | $79,858+154.7% |
| Participation rate | 73.8% | 75.8%-2.0pp | 82.5%-8.7pp | 69.6%+4.2pp |
| Annual return | 14.46% | 27.43%-13.0pp | 276.60%-262.1pp | 31.71%-17.3pp |
| Employer contribution / active EE | $2,352 | $3,216-26.9% | $4,644-49.4% | $2,471-4.8% |
| Participant deferral / active EE | $9,629 | $5,680+69.5% | $6,842+40.7% | $3,740+157.5% |
| Admin fee / account holder | $1,243 | $6,053-79.5% | $9,309-86.6% | $5,306-76.6% |