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 | $190,695 | $99,985+90.7% | $146,665+30.0% | $85,850+122.1% |
| Participation rate | 80.3% | 73.1%+7.2pp | 80.1%+0.2pp | 69.3%+11.0pp |
| Annual return | 14.24% | 18.93%-4.7pp | 22.74%-8.5pp | 318.53%-304.3pp |
| Employer contribution / active EE | $2,408 | $2,559-5.9% | $4,136-41.8% | $2,565-6.1% |
| Participant deferral / active EE | $4,876 | $4,006+21.7% | $5,506-11.4% | $3,952+23.4% |
| Admin fee / account holder | $15,676 | $7,702+103.5% | $10,280+52.5% | $6,260+150.4% |