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 | $234,797 | $179,726+30.6% | $156,263+50.3% | $142,382+64.9% |
| Participation rate | 73.9% | 82.1%-8.2pp | 78.9%-5.0pp | 80.1%-6.2pp |
| Annual return | 16.71% | 77.86%-61.1pp | 59.47%-42.8pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,795 | $5,069-64.6% | $4,333-58.6% | $4,299-58.2% |
| Participant deferral / active EE | $3,962 | $6,956-43.0% | $6,158-35.7% | $6,507-39.1% |
| Admin fee / account holder | $5,054 | $17,272-70.7% | $14,255-64.5% | $12,624-60.0% |