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 | $241,355 | $107,334+124.9% | $92,893+159.8% | $152,861+57.9% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.0%-4.6pp | 82.4%-11.0pp |
| Annual return | 12.53% | 145.58%-133.0pp | 109.41%-96.9pp | 345.32%-332.8pp |
| Employer contribution / active EE | $2,138 | $4,221-49.3% | $3,653-41.5% | $4,762-55.1% |
| Participant deferral / active EE | $7,523 | $4,845+55.3% | $4,236+77.6% | $5,850+28.6% |
| Admin fee / account holder | $1,413 | $7,079-80.0% | $5,794-75.6% | $11,596-87.8% |