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 | $193,248 | $74,888+158.0% | $71,209+171.4% | $142,382+35.7% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 15.27% | 345.14%-329.9pp | 282.51%-267.2pp | 217.08%-201.8pp |
| Employer contribution / active EE | $2,485 | $2,854-12.9% | $2,721-8.7% | $4,299-42.2% |
| Participant deferral / active EE | $6,189 | $4,454+38.9% | $4,175+48.2% | $6,507-4.9% |
| Admin fee / account holder | $1,183 | $5,568-78.8% | $5,349-77.9% | $12,624-90.6% |