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 | $239,117 | $117,841+102.9% | $102,423+133.5% | $145,922+63.9% |
| Participation rate | 95.2% | 78.6%+16.7pp | 76.5%+18.7pp | 80.3%+15.0pp |
| Annual return | 13.67% | 31.65%-18.0pp | 29.32%-15.7pp | 561.29%-547.6pp |
| Employer contribution / active EE | $3,694 | $3,615+2.2% | $3,023+22.2% | $4,660-20.7% |
| Participant deferral / active EE | $6,793 | $5,731+18.5% | $5,053+34.4% | $6,688+1.6% |
| Admin fee / account holder | $5,187 | $13,326-61.1% | $9,451-45.1% | $13,397-61.3% |