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 | $203,370 | $95,803+112.3% | $113,168+79.7% | $84,808+139.8% |
| Participation rate | 90.0% | 72.9%+17.1pp | 76.6%+13.4pp | 68.3%+21.7pp |
| Annual return | 15.62% | 25.00%-9.4pp | 24.27%-8.6pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,314 | $2,360-44.3% | $2,975-55.8% | $2,631-50.1% |
| Participant deferral / active EE | $4,821 | $4,242+13.6% | $5,107-5.6% | $4,212+14.5% |
| Admin fee / account holder | $4,525 | $8,989-49.7% | $12,068-62.5% | $7,344-38.4% |