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 | $244,153 | $106,584+129.1% | $101,326+141.0% | $142,382+71.5% |
| Participation rate | 80.0% | 82.7%-2.7pp | 81.5%-1.5pp | 80.1%-0.1pp |
| Annual return | 15.03% | 36.93%-21.9pp | 36.82%-21.8pp | 217.08%-202.0pp |
| Employer contribution / active EE | $2,426 | $3,956-38.7% | $3,665-33.8% | $4,299-43.6% |
| Participant deferral / active EE | $6,856 | $8,297-17.4% | $7,994-14.2% | $6,507+5.4% |
| Admin fee / account holder | $1,916 | $11,446-83.3% | $11,185-82.9% | $12,624-84.8% |