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 | $199,599 | $148,534+34.4% | $135,903+46.9% | $139,434+43.1% |
| Participation rate | 70.0% | 83.9%-13.9pp | 81.9%-11.9pp | 80.3%-10.3pp |
| Annual return | 17.51% | 79.19%-61.7pp | 68.23%-50.7pp | 372.94%-355.4pp |
| Employer contribution / active EE | $1,768 | $5,243-66.3% | $4,856-63.6% | $4,751-62.8% |
| Participant deferral / active EE | $7,443 | $8,100-8.1% | $7,758-4.1% | $6,710+10.9% |
| Admin fee / account holder | $14,282 | $12,400+15.2% | $10,762+32.7% | $11,403+25.3% |