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 | $244,744 | $95,266+156.9% | $82,389+197.1% | $142,382+71.9% |
| Participation rate | 71.4% | 74.5%-3.0pp | 69.5%+1.9pp | 80.1%-8.7pp |
| Annual return | 16.67% | 25.74%-9.1pp | 28.67%-12.0pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,879 | $2,991-37.2% | $2,517-25.3% | $4,299-56.3% |
| Participant deferral / active EE | $3,155 | $4,809-34.4% | $4,155-24.1% | $6,507-51.5% |
| Admin fee / account holder | $9,588 | $8,563+12.0% | $7,231+32.6% | $12,624-24.1% |