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 | $236,996 | $95,416+148.4% | $185,823+27.5% | $85,850+176.1% |
| Participation rate | 90.0% | 68.8%+21.2pp | 81.7%+8.3pp | 69.3%+20.7pp |
| Annual return | 15.07% | 23.59%-8.5pp | 122.05%-107.0pp | 318.53%-303.5pp |
| Employer contribution / active EE | $3,542 | $3,314+6.9% | $5,167-31.5% | $2,565+38.1% |
| Participant deferral / active EE | $3,394 | $3,423-0.9% | $5,568-39.0% | $3,952-14.1% |
| Admin fee / account holder | $5,826 | $7,213-19.2% | $16,237-64.1% | $6,260-6.9% |