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 | $197,579 | $154,117+28.2% | $129,995+52.0% | $139,434+41.7% |
| Participation rate | 77.8% | 82.0%-4.2pp | 78.5%-0.7pp | 80.3%-2.5pp |
| Annual return | 20.54% | 32.48%-11.9pp | -137.18%+157.7pp | 372.94%-352.4pp |
| Employer contribution / active EE | $2,306 | $5,289-56.4% | $4,320-46.6% | $4,751-51.5% |
| Participant deferral / active EE | $8,445 | $6,710+25.9% | $5,820+45.1% | $6,710+25.9% |
| Admin fee / account holder | $1,794 | $14,007-87.2% | $10,614-83.1% | $11,403-84.3% |