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 | $245,420 | $152,587+60.8% | $125,175+96.1% | $152,861+60.6% |
| Participation rate | 71.4% | 83.3%-11.9pp | 79.8%-8.4pp | 82.4%-11.0pp |
| Annual return | 25.79% | 54.84%-29.0pp | 43.79%-18.0pp | 345.32%-319.5pp |
| Employer contribution / active EE | $1,868 | $4,946-62.2% | $3,865-51.7% | $4,762-60.8% |
| Participant deferral / active EE | $6,385 | $5,868+8.8% | $4,937+29.3% | $5,850+9.1% |
| Admin fee / account holder | $2,659 | $13,434-80.2% | $9,702-72.6% | $11,596-77.1% |