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 | $200,615 | $111,754+79.5% | $103,333+94.1% | $145,922+37.5% |
| Participation rate | 92.3% | 77.9%+14.4pp | 74.5%+17.8pp | 80.3%+12.0pp |
| Annual return | 11.02% | 24.77%-13.8pp | 24.88%-13.9pp | 561.29%-550.3pp |
| Employer contribution / active EE | $2,355 | $4,212-44.1% | $3,868-39.1% | $4,660-49.5% |
| Participant deferral / active EE | $7,478 | $5,619+33.1% | $5,057+47.9% | $6,688+11.8% |
| Admin fee / account holder | $8,284 | $9,750-15.0% | $8,355-0.8% | $13,397-38.2% |