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 | $237,213 | $124,425+90.6% | $112,040+111.7% | $137,256+72.8% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.5%-1.5pp | 80.0%-5.0pp |
| Annual return | 13.14% | 24.72%-11.6pp | 24.52%-11.4pp | 220.34%-207.2pp |
| Employer contribution / active EE | $1,775 | $3,411-48.0% | $2,954-39.9% | $4,156-57.3% |
| Participant deferral / active EE | $2,111 | $5,718-63.1% | $5,098-58.6% | $6,407-67.1% |
| Admin fee / account holder | $7,724 | $15,207-49.2% | $12,098-36.2% | $12,270-37.0% |