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 | $186,860 | $115,770+61.4% | $101,248+84.6% | $158,922+17.6% |
| Participation rate | 76.9% | 79.4%-2.4pp | 75.8%+1.1pp | 82.0%-5.0pp |
| Annual return | 23.16% | 56.14%-33.0pp | 46.47%-23.3pp | 302.83%-279.7pp |
| Employer contribution / active EE | $4,580 | $4,175+9.7% | $3,660+25.1% | $4,761-3.8% |
| Participant deferral / active EE | $9,981 | $4,957+101.4% | $4,370+128.4% | $5,982+66.9% |
| Admin fee / account holder | $46,905 | $7,245+547.4% | $5,945+688.9% | $11,246+317.1% |