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 | $194,622 | $106,515+82.7% | $96,683+101.3% | $139,434+39.6% |
| Participation rate | 91.7% | 77.8%+13.8pp | 74.3%+17.3pp | 80.3%+11.3pp |
| Annual return | 13.20% | 38.43%-25.2pp | 35.69%-22.5pp | 372.94%-359.7pp |
| Employer contribution / active EE | $5,399 | $4,103+31.6% | $3,737+44.5% | $4,751+13.6% |
| Participant deferral / active EE | $9,874 | $5,454+81.0% | $4,878+102.4% | $6,710+47.2% |
| Admin fee / account holder | $3,326 | $7,877-57.8% | $6,730-50.6% | $11,403-70.8% |