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 | $239,657 | $111,754+114.5% | $103,333+131.9% | $145,922+64.2% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 12.54% | 24.77%-12.2pp | 24.88%-12.3pp | 561.29%-548.7pp |
| Employer contribution / active EE | $11,909 | $4,212+182.7% | $3,868+207.9% | $4,660+155.6% |
| Participant deferral / active EE | $8,490 | $5,619+51.1% | $5,057+67.9% | $6,688+26.9% |
| Admin fee / account holder | $2,842 | $9,750-70.8% | $8,355-66.0% | $13,397-78.8% |