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 | $205,604 | $99,341+107.0% | $84,750+142.6% | $273,961-25.0% |
| Participation rate | 84.2% | 80.7%+3.5pp | 76.6%+7.6pp | 83.0%+1.2pp |
| Annual return | 7.80% | 22.93%-15.1pp | 22.78%-15.0pp | 41.45%-33.7pp |
| Employer contribution / active EE | $3,394 | $4,214-19.5% | $3,574-5.0% | $4,869-30.3% |
| Participant deferral / active EE | $11,892 | $4,269+178.5% | $3,712+220.4% | $5,287+124.9% |
| Admin fee / account holder | $30,549 | $6,644+359.8% | $5,332+472.9% | $10,132+201.5% |