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 | $187,154 | $114,381+63.6% | $107,525+74.1% | $142,382+31.4% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 16.65% | 242.71%-226.1pp | 181.32%-164.7pp | 217.08%-200.4pp |
| Employer contribution / active EE | $2,849 | $4,015-29.0% | $3,754-24.1% | $4,299-33.7% |
| Participant deferral / active EE | $8,641 | $5,564+55.3% | $5,116+68.9% | $6,507+32.8% |
| Admin fee / account holder | $25,618 | $9,860+159.8% | $8,919+187.2% | $12,624+102.9% |