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 | $195,936 | $102,966+90.3% | $90,281+117.0% | $152,861+28.2% |
| Participation rate | 70.0% | 75.9%-5.9pp | 73.3%-3.3pp | 82.4%-12.4pp |
| Annual return | 21.07% | 95.16%-74.1pp | 78.10%-57.0pp | 345.32%-324.2pp |
| Employer contribution / active EE | $2,533 | $3,139-19.3% | $2,854-11.3% | $4,762-46.8% |
| Participant deferral / active EE | $6,639 | $4,281+55.1% | $3,885+70.9% | $5,850+13.5% |
| Admin fee / account holder | $14,508 | $6,171+135.1% | $5,351+171.1% | $11,596+25.1% |