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 | $232,046 | $163,101+42.3% | $136,749+69.7% | $142,382+63.0% |
| Participation rate | 87.5% | 78.2%+9.3pp | 72.1%+15.4pp | 80.1%+7.4pp |
| Annual return | 16.84% | 27.54%-10.7pp | 24.33%-7.5pp | 217.08%-200.2pp |
| Employer contribution / active EE | $2,313 | $4,117-43.8% | $3,400-32.0% | $4,299-46.2% |
| Participant deferral / active EE | $2,809 | $5,585-49.7% | $4,692-40.1% | $6,507-56.8% |
| Admin fee / account holder | $1,987 | $14,318-86.1% | $11,386-82.5% | $12,624-84.3% |