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 | $227,323 | $72,400+214.0% | $67,502+236.8% | $145,922+55.8% |
| Participation rate | 70.8% | 76.9%-6.0pp | 72.9%-2.0pp | 80.3%-9.4pp |
| Annual return | 11.95% | 7182.46%-7170.5pp | 3512.12%-3500.2pp | 561.29%-549.3pp |
| Employer contribution / active EE | $3,241 | $3,069+5.6% | $2,731+18.7% | $4,660-30.5% |
| Participant deferral / active EE | $8,525 | $4,783+78.2% | $4,000+113.1% | $6,688+27.5% |
| Admin fee / account holder | $2,195 | $5,539-60.4% | $3,998-45.1% | $13,397-83.6% |