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 | $212,748 | $97,125+119.0% | $86,233+146.7% | $137,256+55.0% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.0%+14.3pp | 80.0%+3.4pp |
| Annual return | 13.36% | 74.19%-60.8pp | 61.39%-48.0pp | 220.34%-207.0pp |
| Employer contribution / active EE | $1,636 | $2,841-42.4% | $2,504-34.7% | $4,156-60.6% |
| Participant deferral / active EE | $7,398 | $5,180+42.8% | $4,559+62.3% | $6,407+15.5% |
| Admin fee / account holder | $3,843 | $9,725-60.5% | $8,342-53.9% | $12,270-68.7% |