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 | $226,802 | $98,240+130.9% | $82,313+175.5% | $147,584+53.7% |
| Participation rate | 88.9% | 79.7%+9.2pp | 76.9%+12.0pp | 82.8%+6.1pp |
| Annual return | 14.23% | 30.85%-16.6pp | 25.88%-11.6pp | 578.55%-564.3pp |
| Employer contribution / active EE | $1,813 | $3,192-43.2% | $2,428-25.4% | $4,876-62.8% |
| Participant deferral / active EE | $7,553 | $4,383+72.3% | $3,706+103.8% | $5,439+38.9% |
| Admin fee / account holder | $4,444 | $8,563-48.1% | $5,608-20.7% | $10,885-59.2% |