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 | $245,334 | $111,754+119.5% | $103,333+137.4% | $145,922+68.1% |
| Participation rate | 73.7% | 77.9%-4.3pp | 74.5%-0.8pp | 80.3%-6.6pp |
| Annual return | 16.72% | 24.77%-8.1pp | 24.88%-8.2pp | 561.29%-544.6pp |
| Employer contribution / active EE | $2,538 | $4,212-39.8% | $3,868-34.4% | $4,660-45.5% |
| Participant deferral / active EE | $3,669 | $5,619-34.7% | $5,057-27.4% | $6,688-45.1% |
| Admin fee / account holder | $96,487 | $9,750+889.6% | $8,355+1054.9% | $13,397+620.2% |