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 | $224,352 | $110,261+103.5% | $95,745+134.3% | $139,434+60.9% |
| Participation rate | 81.3% | 75.8%+5.5pp | 72.3%+9.0pp | 80.3%+0.9pp |
| Annual return | 16.35% | 27.11%-10.8pp | 28.35%-12.0pp | 372.94%-356.6pp |
| Employer contribution / active EE | $2,411 | $3,257-26.0% | $2,835-14.9% | $4,751-49.3% |
| Participant deferral / active EE | $6,449 | $4,676+37.9% | $4,245+51.9% | $6,710-3.9% |
| Admin fee / account holder | $6,801 | $6,613+2.8% | $5,678+19.8% | $11,403-40.4% |