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 | $207,490 | $63,703+225.7% | $93,063+123.0% | $82,448+151.7% |
| Participation rate | 93.9% | 63.8%+30.0pp | 72.1%+21.8pp | 68.1%+25.8pp |
| Annual return | 18.19% | -775.43%+793.6pp | 34.15%-16.0pp | 41.64%-23.4pp |
| Employer contribution / active EE | $1,041 | $1,729-39.8% | $2,476-58.0% | $2,551-59.2% |
| Participant deferral / active EE | $4,991 | $2,919+71.0% | $3,958+26.1% | $4,139+20.6% |
| Admin fee / account holder | $10,685 | $5,982+78.6% | $6,033+77.1% | $7,234+47.7% |