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 | $164,946 | $107,334+53.7% | $92,893+77.6% | $152,861+7.9% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.0%-4.6pp | 82.4%-11.0pp |
| Annual return | 25.41% | 145.58%-120.2pp | 109.41%-84.0pp | 345.32%-319.9pp |
| Employer contribution / active EE | $1,790 | $4,221-57.6% | $3,653-51.0% | $4,762-62.4% |
| Participant deferral / active EE | $3,415 | $4,845-29.5% | $4,236-19.4% | $5,850-41.6% |
| Admin fee / account holder | $2,797 | $7,079-60.5% | $5,794-51.7% | $11,596-75.9% |