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 | $237,078 | $102,966+130.2% | $90,281+162.6% | $152,861+55.1% |
| Participation rate | 71.4% | 75.9%-4.4pp | 73.3%-1.8pp | 82.4%-11.0pp |
| Annual return | 27.32% | 95.16%-67.8pp | 78.10%-50.8pp | 345.32%-318.0pp |
| Employer contribution / active EE | $2,094 | $3,139-33.3% | $2,854-26.6% | $4,762-56.0% |
| Participant deferral / active EE | $3,068 | $4,281-28.4% | $3,885-21.0% | $5,850-47.6% |
| Admin fee / account holder | $5,295 | $6,171-14.2% | $5,351-1.1% | $11,596-54.3% |