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 | $239,585 | $133,922+78.9% | $116,228+106.1% | $142,382+68.3% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.6%+16.4pp | 80.1%+10.8pp |
| Annual return | 15.64% | 147.76%-132.1pp | 90.06%-74.4pp | 217.08%-201.4pp |
| Employer contribution / active EE | $2,695 | $3,446-21.8% | $2,994-10.0% | $4,299-37.3% |
| Participant deferral / active EE | $10,212 | $5,672+80.0% | $4,953+106.2% | $6,507+56.9% |
| Admin fee / account holder | $4,270 | $14,945-71.4% | $11,989-64.4% | $12,624-66.2% |