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 | $191,844 | $99,985+91.9% | $146,665+30.8% | $85,850+123.5% |
| Participation rate | 90.2% | 73.1%+17.1pp | 80.1%+10.1pp | 69.3%+20.8pp |
| Annual return | 12.35% | 18.93%-6.6pp | 22.74%-10.4pp | 318.53%-306.2pp |
| Employer contribution / active EE | $1,220 | $2,559-52.3% | $4,136-70.5% | $2,565-52.4% |
| Participant deferral / active EE | $8,504 | $4,006+112.3% | $5,506+54.5% | $3,952+115.2% |
| Admin fee / account holder | $12,033 | $7,702+56.2% | $10,280+17.1% | $6,260+92.2% |