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 | $222,067 | $110,261+101.4% | $95,745+131.9% | $139,434+59.3% |
| Participation rate | 77.8% | 75.8%+2.0pp | 72.3%+5.5pp | 80.3%-2.5pp |
| Annual return | 10.46% | 27.11%-16.7pp | 28.35%-17.9pp | 372.94%-362.5pp |
| Employer contribution / active EE | $2,243 | $3,257-31.1% | $2,835-20.9% | $4,751-52.8% |
| Participant deferral / active EE | $2,847 | $4,676-39.1% | $4,245-32.9% | $6,710-57.6% |
| Admin fee / account holder | $1,293 | $6,613-80.4% | $5,678-77.2% | $11,403-88.7% |