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 | $220,836 | $97,044+127.6% | $83,333+165.0% | $135,375+63.1% |
| Participation rate | 75.0% | 80.4%-5.4pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -5.82% | 12.31%-18.1pp | 10.63%-16.5pp | 519.73%-525.6pp |
| Employer contribution / active EE | $11,851 | $4,143+186.0% | $3,379+250.8% | $4,779+148.0% |
| Participant deferral / active EE | $7,337 | $5,964+23.0% | $5,565+31.8% | $5,609+30.8% |
| Admin fee / account holder | $12,659 | $8,380+51.1% | $7,510+68.6% | $10,827+16.9% |