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 | $219,626 | $111,754+96.5% | $103,333+112.5% | $145,922+50.5% |
| Participation rate | 92.3% | 77.9%+14.4pp | 74.5%+17.8pp | 80.3%+12.0pp |
| Annual return | 16.52% | 24.77%-8.3pp | 24.88%-8.4pp | 561.29%-544.8pp |
| Employer contribution / active EE | $2,692 | $4,212-36.1% | $3,868-30.4% | $4,660-42.2% |
| Participant deferral / active EE | $5,490 | $5,619-2.3% | $5,057+8.5% | $6,688-17.9% |
| Admin fee / account holder | $21,310 | $9,750+118.6% | $8,355+155.1% | $13,397+59.1% |