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 | $242,159 | $172,111+40.7% | $150,298+61.1% | $137,256+76.4% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 18.17% | 69.37%-51.2pp | 62.79%-44.6pp | 220.34%-202.2pp |
| Employer contribution / active EE | $1,559 | $4,636-66.4% | $4,154-62.5% | $4,156-62.5% |
| Participant deferral / active EE | $4,583 | $6,166-25.7% | $5,453-15.9% | $6,407-28.5% |
| Admin fee / account holder | $5,868 | $16,471-64.4% | $14,116-58.4% | $12,270-52.2% |