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 | $192,628 | $117,381+64.1% | $99,443+93.7% | $152,861+26.0% |
| Participation rate | 75.0% | 77.5%-2.5pp | 73.8%+1.2pp | 82.4%-7.4pp |
| Annual return | 17.95% | 31.87%-13.9pp | 30.72%-12.8pp | 345.32%-327.4pp |
| Employer contribution / active EE | $2,238 | $3,013-25.7% | $2,540-11.9% | $4,762-53.0% |
| Participant deferral / active EE | $7,959 | $4,086+94.8% | $3,619+119.9% | $5,850+36.0% |
| Admin fee / account holder | $39,271 | $7,631+414.6% | $6,250+528.3% | $11,596+238.6% |