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 | $236,055 | $148,534+58.9% | $135,903+73.7% | $139,434+69.3% |
| Participation rate | 88.2% | 83.9%+4.4pp | 81.9%+6.3pp | 80.3%+7.9pp |
| Annual return | 19.22% | 79.19%-60.0pp | 68.23%-49.0pp | 372.94%-353.7pp |
| Employer contribution / active EE | $3,785 | $5,243-27.8% | $4,856-22.1% | $4,751-20.3% |
| Participant deferral / active EE | $10,239 | $8,100+26.4% | $7,758+32.0% | $6,710+52.6% |
| Admin fee / account holder | $5,763 | $12,400-53.5% | $10,762-46.5% | $11,403-49.5% |