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 | $208,542 | $81,460+156.0% | $103,333+101.8% | $80,856+157.9% |
| Participation rate | 87.5% | 66.8%+20.7pp | 74.5%+13.0pp | 67.6%+19.9pp |
| Annual return | 12.41% | 25.55%-13.1pp | 24.88%-12.5pp | 35.59%-23.2pp |
| Employer contribution / active EE | $3,027 | $3,105-2.5% | $3,868-21.7% | $2,755+9.9% |
| Participant deferral / active EE | $9,314 | $3,869+140.8% | $5,057+84.2% | $4,296+116.8% |
| Admin fee / account holder | $65,401 | $6,566+896.0% | $8,355+682.8% | $6,918+845.4% |