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 | $245,497 | $148,534+65.3% | $135,903+80.6% | $139,434+76.1% |
| Participation rate | 70.0% | 83.9%-13.9pp | 81.9%-11.9pp | 80.3%-10.3pp |
| Annual return | 14.58% | 79.19%-64.6pp | 68.23%-53.6pp | 372.94%-358.4pp |
| Employer contribution / active EE | $1,949 | $5,243-62.8% | $4,856-59.9% | $4,751-59.0% |
| Participant deferral / active EE | $19,176 | $8,100+136.7% | $7,758+147.2% | $6,710+185.8% |
| Admin fee / account holder | $1,255 | $12,400-89.9% | $10,762-88.3% | $11,403-89.0% |