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 | $197,364 | $109,881+79.6% | $150,045+31.5% | $84,808+132.7% |
| Participation rate | 94.2% | 76.1%+18.1pp | 82.3%+11.9pp | 68.3%+25.9pp |
| Annual return | 16.98% | 28.25%-11.3pp | 62.55%-45.6pp | 40.90%-23.9pp |
| Employer contribution / active EE | $2,105 | $3,561-40.9% | $4,693-55.1% | $2,631-20.0% |
| Participant deferral / active EE | $11,223 | $6,636+69.1% | $7,997+40.3% | $4,212+166.5% |
| Admin fee / account holder | $1,567 | $8,568-81.7% | $13,435-88.3% | $7,344-78.7% |