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 | $205,074 | $123,793+65.7% | $177,821+15.3% | $79,858+156.8% |
| Participation rate | 96.0% | 84.7%+11.3pp | 87.7%+8.3pp | 69.6%+26.4pp |
| Annual return | 11.37% | 22.82%-11.4pp | 48.32%-36.9pp | 31.71%-20.3pp |
| Employer contribution / active EE | $1,916 | $4,095-53.2% | $5,918-67.6% | $2,471-22.5% |
| Participant deferral / active EE | $4,861 | $5,956-18.4% | $7,714-37.0% | $3,740+30.0% |
| Admin fee / account holder | $12,331 | $7,243+70.3% | $12,427-0.8% | $5,306+132.4% |