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 | $193,470 | $124,281+55.7% | $109,143+77.3% | $167,490+15.5% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.9%+9.8pp | 82.1%+3.6pp |
| Annual return | 13.59% | 26.04%-12.4pp | 25.75%-12.2pp | 478.56%-465.0pp |
| Employer contribution / active EE | $15,901 | $4,207+277.9% | $3,722+327.2% | $4,837+228.7% |
| Participant deferral / active EE | $13,884 | $5,255+164.2% | $4,653+198.4% | $6,341+119.0% |
| Admin fee / account holder | $9,815 | $7,970+23.2% | $6,752+45.4% | $12,309-20.3% |