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 | $189,498 | $85,022+122.9% | $70,515+168.7% | $139,434+35.9% |
| Participation rate | 90.9% | 73.9%+17.0pp | 68.3%+22.6pp | 80.3%+10.6pp |
| Annual return | 18.29% | 30.38%-12.1pp | 32.77%-14.5pp | 372.94%-354.7pp |
| Employer contribution / active EE | $7,682 | $3,909+96.5% | $2,973+158.4% | $4,751+61.7% |
| Participant deferral / active EE | $6,551 | $5,890+11.2% | $4,567+43.4% | $6,710-2.4% |
| Admin fee / account holder | $1,290 | $8,906-85.5% | $6,412-79.9% | $11,403-88.7% |