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 | $159,883 | $74,888+113.5% | $71,209+124.5% | $142,382+12.3% |
| Participation rate | 72.7% | 76.2%-3.5pp | 73.8%-1.0pp | 80.1%-7.4pp |
| Annual return | 15.60% | 345.14%-329.5pp | 282.51%-266.9pp | 217.08%-201.5pp |
| Employer contribution / active EE | $1,559 | $2,854-45.4% | $2,721-42.7% | $4,299-63.7% |
| Participant deferral / active EE | $3,285 | $4,454-26.2% | $4,175-21.3% | $6,507-49.5% |
| Admin fee / account holder | $4,676 | $5,568-16.0% | $5,349-12.6% | $12,624-63.0% |