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 | $194,444 | $91,037+113.6% | $71,671+171.3% | $147,584+31.8% |
| Participation rate | 72.7% | 76.1%-3.4pp | 68.7%+4.0pp | 82.8%-10.1pp |
| Annual return | 13.13% | 20.48%-7.3pp | 20.65%-7.5pp | 578.55%-565.4pp |
| Employer contribution / active EE | $1,952 | $3,327-41.3% | $2,460-20.6% | $4,876-60.0% |
| Participant deferral / active EE | $3,794 | $4,498-15.6% | $3,438+10.4% | $5,439-30.2% |
| Admin fee / account holder | $9,132 | $8,613+6.0% | $5,558+64.3% | $10,885-16.1% |