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 | $221,297 | $148,534+49.0% | $135,903+62.8% | $139,434+58.7% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 16.98% | 79.19%-62.2pp | 68.23%-51.2pp | 372.94%-356.0pp |
| Employer contribution / active EE | $1,717 | $5,243-67.3% | $4,856-64.6% | $4,751-63.9% |
| Participant deferral / active EE | $5,593 | $8,100-31.0% | $7,758-27.9% | $6,710-16.7% |
| Admin fee / account holder | $2,001 | $12,400-83.9% | $10,762-81.4% | $11,403-82.4% |