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 | $222,423 | $154,117+44.3% | $129,995+71.1% | $139,434+59.5% |
| Participation rate | 90.9% | 82.0%+9.0pp | 78.5%+12.4pp | 80.3%+10.6pp |
| Annual return | 14.97% | 32.48%-17.5pp | -137.18%+152.1pp | 372.94%-358.0pp |
| Employer contribution / active EE | $4,207 | $5,289-20.5% | $4,320-2.6% | $4,751-11.5% |
| Participant deferral / active EE | $8,445 | $6,710+25.9% | $5,820+45.1% | $6,710+25.9% |
| Admin fee / account holder | $9,091 | $14,007-35.1% | $10,614-14.4% | $11,403-20.3% |