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 | $199,825 | $109,881+81.9% | $150,045+33.2% | $84,808+135.6% |
| Participation rate | 96.9% | 76.1%+20.8pp | 82.3%+14.6pp | 68.3%+28.6pp |
| Annual return | 14.56% | 28.25%-13.7pp | 62.55%-48.0pp | 40.90%-26.3pp |
| Employer contribution / active EE | $2,104 | $3,561-40.9% | $4,693-55.2% | $2,631-20.0% |
| Participant deferral / active EE | $8,702 | $6,636+31.1% | $7,997+8.8% | $4,212+106.6% |
| Admin fee / account holder | $23,255 | $8,568+171.4% | $13,435+73.1% | $7,344+216.7% |