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 | $243,107 | $111,754+117.5% | $103,333+135.3% | $145,922+66.6% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.8pp |
| Annual return | 12.17% | 24.77%-12.6pp | 24.88%-12.7pp | 561.29%-549.1pp |
| Employer contribution / active EE | $1,568 | $4,212-62.8% | $3,868-59.5% | $4,660-66.3% |
| Participant deferral / active EE | $9,291 | $5,619+65.4% | $5,057+83.7% | $6,688+38.9% |
| Admin fee / account holder | $1,133 | $9,750-88.4% | $8,355-86.4% | $13,397-91.5% |