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 | $203,569 | $95,416+113.3% | $185,823+9.6% | $85,850+137.1% |
| Participation rate | 88.6% | 68.8%+19.8pp | 81.7%+6.9pp | 69.3%+19.3pp |
| Annual return | 11.59% | 23.59%-12.0pp | 122.05%-110.5pp | 318.53%-306.9pp |
| Employer contribution / active EE | $2,237 | $3,314-32.5% | $5,167-56.7% | $2,565-12.8% |
| Participant deferral / active EE | $5,723 | $3,423+67.2% | $5,568+2.8% | $3,952+44.8% |
| Admin fee / account holder | $6,154 | $7,213-14.7% | $16,237-62.1% | $6,260-1.7% |