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 | $113,021 | $173,345-34.8% | $136,007-16.9% | $145,922-22.5% |
| Participation rate | 77.8% | 80.5%-2.7pp | 76.5%+1.3pp | 80.3%-2.5pp |
| Annual return | 12.43% | 1163.32%-1150.9pp | 579.32%-566.9pp | 561.29%-548.9pp |
| Employer contribution / active EE | $3,682 | $5,278-30.2% | $4,217-12.7% | $4,660-21.0% |
| Participant deferral / active EE | $6,858 | $8,699-21.2% | $7,025-2.4% | $6,688+2.5% |
| Admin fee / account holder | $727 | $9,954-92.7% | $6,858-89.4% | $13,397-94.6% |