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 | $204,548 | $105,998+93.0% | $92,233+121.8% | $147,584+38.6% |
| Participation rate | 71.4% | 80.4%-9.0pp | 76.5%-5.1pp | 82.8%-11.4pp |
| Annual return | 12.67% | 50.05%-37.4pp | 176.28%-163.6pp | 578.55%-565.9pp |
| Employer contribution / active EE | $1,444 | $4,333-66.7% | $3,679-60.7% | $4,876-70.4% |
| Participant deferral / active EE | $7,424 | $4,478+65.8% | $3,897+90.5% | $5,439+36.5% |
| Admin fee / account holder | $3,583 | $6,332-43.4% | $5,194-31.0% | $10,885-67.1% |