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 | $242,495 | $100,754+140.7% | $86,677+179.8% | $134,475+80.3% |
| Participation rate | 86.7% | 78.9%+7.7pp | 76.6%+10.1pp | 81.2%+5.4pp |
| Annual return | 3.53% | 29.04%-25.5pp | 35.91%-32.4pp | 417.96%-414.4pp |
| Employer contribution / active EE | $2,844 | $3,489-18.5% | $2,836+0.3% | $4,740-40.0% |
| Participant deferral / active EE | $5,188 | $5,338-2.8% | $4,656+11.4% | $6,400-18.9% |
| Admin fee / account holder | $12,420 | $10,926+13.7% | $7,493+65.8% | $11,426+8.7% |