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 | $191,213 | $140,940+35.7% | $112,229+70.4% | $139,434+37.1% |
| Participation rate | 83.3% | 79.2%+4.1pp | 72.4%+10.9pp | 80.3%+3.0pp |
| Annual return | 14.95% | 32.71%-17.8pp | 30.20%-15.3pp | 372.94%-358.0pp |
| Employer contribution / active EE | $1,969 | $4,283-54.0% | $3,430-42.6% | $4,751-58.5% |
| Participant deferral / active EE | $2,905 | $5,874-50.5% | $4,798-39.4% | $6,710-56.7% |
| Admin fee / account holder | $19,507 | $9,954+96.0% | $7,748+151.7% | $11,403+71.1% |