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 | $206,917 | $118,450+74.7% | $98,439+110.2% | $139,434+48.4% |
| Participation rate | 72.7% | 77.4%-4.7pp | 75.2%-2.4pp | 80.3%-7.6pp |
| Annual return | 12.47% | 18.94%-6.5pp | 21.16%-8.7pp | 372.94%-360.5pp |
| Employer contribution / active EE | $2,218 | $3,609-38.5% | $3,048-27.2% | $4,751-53.3% |
| Participant deferral / active EE | $5,235 | $5,392-2.9% | $4,738+10.5% | $6,710-22.0% |
| Admin fee / account holder | $5,629 | $14,026-59.9% | $8,948-37.1% | $11,403-50.6% |