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 | $230,300 | $111,754+106.1% | $103,333+122.9% | $145,922+57.8% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.8pp |
| Annual return | 29.24% | 24.77%+4.5pp | 24.88%+4.4pp | 561.29%-532.0pp |
| Employer contribution / active EE | $2,567 | $4,212-39.1% | $3,868-33.6% | $4,660-44.9% |
| Participant deferral / active EE | $8,097 | $5,619+44.1% | $5,057+60.1% | $6,688+21.1% |
| Admin fee / account holder | $4,407 | $9,750-54.8% | $8,355-47.3% | $13,397-67.1% |