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 | $202,633 | $98,750+105.2% | $149,696+35.4% | $79,858+153.7% |
| Participation rate | 89.3% | 75.8%+13.6pp | 82.5%+6.9pp | 69.6%+19.7pp |
| Annual return | 13.65% | 27.43%-13.8pp | 276.60%-263.0pp | 31.71%-18.1pp |
| Employer contribution / active EE | $2,992 | $3,216-7.0% | $4,644-35.6% | $2,471+21.1% |
| Participant deferral / active EE | $10,270 | $5,680+80.8% | $6,842+50.1% | $3,740+174.6% |
| Admin fee / account holder | $2,222 | $6,053-63.3% | $9,309-76.1% | $5,306-58.1% |