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 | $241,479 | $148,534+62.6% | $135,903+77.7% | $139,434+73.2% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.5pp |
| Annual return | 15.81% | 79.19%-63.4pp | 68.23%-52.4pp | 372.94%-357.1pp |
| Employer contribution / active EE | $1,803 | $5,243-65.6% | $4,856-62.9% | $4,751-62.0% |
| Participant deferral / active EE | $5,248 | $8,100-35.2% | $7,758-32.4% | $6,710-21.8% |
| Admin fee / account holder | $1,359 | $12,400-89.0% | $10,762-87.4% | $11,403-88.1% |