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 | $210,531 | $103,376+103.7% | $87,100+141.7% | $152,861+37.7% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.9%+3.1pp | 82.4%-2.4pp |
| Annual return | 20.50% | 28.10%-7.6pp | 28.19%-7.7pp | 345.32%-324.8pp |
| Employer contribution / active EE | $1,505 | $3,220-53.3% | $2,521-40.3% | $4,762-68.4% |
| Participant deferral / active EE | $6,292 | $4,778+31.7% | $4,049+55.4% | $5,850+7.6% |
| Admin fee / account holder | $56,521 | $12,205+363.1% | $7,497+654.0% | $11,596+387.4% |