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 | $211,804 | $74,888+182.8% | $71,209+197.4% | $142,382+48.8% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 17.68% | 345.14%-327.5pp | 282.51%-264.8pp | 217.08%-199.4pp |
| Employer contribution / active EE | $1,485 | $2,854-48.0% | $2,721-45.4% | $4,299-65.5% |
| Participant deferral / active EE | $3,950 | $4,454-11.3% | $4,175-5.4% | $6,507-39.3% |
| Admin fee / account holder | $2,187 | $5,568-60.7% | $5,349-59.1% | $12,624-82.7% |