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 | $249,377 | $179,726+38.8% | $156,263+59.6% | $142,382+75.1% |
| Participation rate | 70.0% | 82.1%-12.1pp | 78.9%-8.9pp | 80.1%-10.1pp |
| Annual return | 43.96% | 77.86%-33.9pp | 59.47%-15.5pp | 217.08%-173.1pp |
| Employer contribution / active EE | $3,309 | $5,069-34.7% | $4,333-23.6% | $4,299-23.0% |
| Participant deferral / active EE | $7,076 | $6,956+1.7% | $6,158+14.9% | $6,507+8.7% |
| Admin fee / account holder | $1,769 | $17,272-89.8% | $14,255-87.6% | $12,624-86.0% |