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 | $209,284 | $105,859+97.7% | $90,160+132.1% | $147,584+41.8% |
| Participation rate | 89.5% | 79.7%+9.7pp | 76.9%+12.6pp | 82.8%+6.6pp |
| Annual return | 10.81% | 37.63%-26.8pp | 34.88%-24.1pp | 578.55%-567.7pp |
| Employer contribution / active EE | $3,812 | $4,126-7.6% | $3,318+14.9% | $4,876-21.8% |
| Participant deferral / active EE | $2,370 | $5,733-58.7% | $5,288-55.2% | $5,439-56.4% |
| Admin fee / account holder | $15,189 | $8,046+88.8% | $5,943+155.6% | $10,885+39.5% |