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 | $241,173 | $106,515+126.4% | $96,683+149.4% | $139,434+73.0% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.3%+13.2pp | 80.3%+7.2pp |
| Annual return | 16.37% | 38.43%-22.1pp | 35.69%-19.3pp | 372.94%-356.6pp |
| Employer contribution / active EE | $13,635 | $4,103+232.3% | $3,737+264.9% | $4,751+187.0% |
| Participant deferral / active EE | $10,413 | $5,454+90.9% | $4,878+113.5% | $6,710+55.2% |
| Admin fee / account holder | $1,554 | $7,877-80.3% | $6,730-76.9% | $11,403-86.4% |