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 | $198,533 | $107,334+85.0% | $92,893+113.7% | $152,861+29.9% |
| Participation rate | 73.9% | 79.8%-5.9pp | 76.0%-2.1pp | 82.4%-8.5pp |
| Annual return | 21.10% | 145.58%-124.5pp | 109.41%-88.3pp | 345.32%-324.2pp |
| Employer contribution / active EE | $20,606 | $4,221+388.2% | $3,653+464.1% | $4,762+332.7% |
| Participant deferral / active EE | $3,297 | $4,845-31.9% | $4,236-22.2% | $5,850-43.6% |
| Admin fee / account holder | $6,472 | $7,079-8.6% | $5,794+11.7% | $11,596-44.2% |