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 | $207,932 | $100,754+106.4% | $86,677+139.9% | $134,475+54.6% |
| Participation rate | 75.0% | 78.9%-3.9pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -14.88% | 29.04%-43.9pp | 35.91%-50.8pp | 417.96%-432.8pp |
| Employer contribution / active EE | $13,623 | $3,489+290.4% | $2,836+380.3% | $4,740+187.4% |
| Participant deferral / active EE | $4,777 | $5,338-10.5% | $4,656+2.6% | $6,400-25.4% |
| Admin fee / account holder | $1,950 | $10,926-82.1% | $7,493-74.0% | $11,426-82.9% |