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 | $186,894 | $110,261+69.5% | $95,745+95.2% | $139,434+34.0% |
| Participation rate | 91.7% | 75.8%+15.9pp | 72.3%+19.4pp | 80.3%+11.3pp |
| Annual return | 9.83% | 27.11%-17.3pp | 28.35%-18.5pp | 372.94%-363.1pp |
| Employer contribution / active EE | $3,333 | $3,257+2.3% | $2,835+17.6% | $4,751-29.8% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $4,245-100.0% | $6,710-100.0% |
| Admin fee / account holder | $8,305 | $6,613+25.6% | $5,678+46.3% | $11,403-27.2% |