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 | $242,082 | $135,952+78.1% | $123,892+95.4% | $273,961-11.6% |
| Participation rate | 70.0% | 84.1%-14.1pp | 81.4%-11.4pp | 83.0%-13.0pp |
| Annual return | 11.37% | 56.63%-45.3pp | 47.52%-36.2pp | 41.45%-30.1pp |
| Employer contribution / active EE | $2,589 | $5,170-49.9% | $4,617-43.9% | $4,869-46.8% |
| Participant deferral / active EE | $4,665 | $6,343-26.4% | $5,984-22.0% | $5,287-11.8% |
| Admin fee / account holder | $1,684 | $9,817-82.8% | $8,357-79.8% | $10,132-83.4% |