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 | $217,617 | $98,750+120.4% | $149,696+45.4% | $79,858+172.5% |
| Participation rate | 72.7% | 75.8%-3.0pp | 82.5%-9.7pp | 69.6%+3.1pp |
| Annual return | 16.18% | 27.43%-11.3pp | 276.60%-260.4pp | 31.71%-15.5pp |
| Employer contribution / active EE | $3,390 | $3,216+5.4% | $4,644-27.0% | $2,471+37.2% |
| Participant deferral / active EE | $5,943 | $5,680+4.6% | $6,842-13.1% | $3,740+58.9% |
| Admin fee / account holder | $4,764 | $6,053-21.3% | $9,309-48.8% | $5,306-10.2% |