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 | $235,519 | $114,381+105.9% | $107,525+119.0% | $142,382+65.4% |
| Participation rate | 73.7% | 78.1%-4.5pp | 75.1%-1.4pp | 80.1%-6.4pp |
| Annual return | 17.05% | 242.71%-225.7pp | 181.32%-164.3pp | 217.08%-200.0pp |
| Employer contribution / active EE | $2,570 | $4,015-36.0% | $3,754-31.5% | $4,299-40.2% |
| Participant deferral / active EE | $7,998 | $5,564+43.7% | $5,116+56.3% | $6,507+22.9% |
| Admin fee / account holder | $3,820 | $9,860-61.3% | $8,919-57.2% | $12,624-69.7% |