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 | $228,000 | $154,228+47.8% | $145,433+56.8% | $137,256+66.1% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 80.0%-2.2pp |
| Annual return | 14.60% | 74.59%-60.0pp | 66.58%-52.0pp | 220.34%-205.7pp |
| Employer contribution / active EE | $3,555 | $4,804-26.0% | $4,554-21.9% | $4,156-14.5% |
| Participant deferral / active EE | $7,156 | $8,216-12.9% | $7,897-9.4% | $6,407+11.7% |
| Admin fee / account holder | $25,000 | $14,344+74.3% | $13,129+90.4% | $12,270+103.7% |