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 | $197,663 | $109,413+80.7% | $156,263+26.5% | $84,808+133.1% |
| Participation rate | 78.8% | 72.7%+6.1pp | 78.9%-0.1pp | 68.3%+10.5pp |
| Annual return | 16.83% | 20.18%-3.3pp | 59.47%-42.6pp | 40.90%-24.1pp |
| Employer contribution / active EE | $4,342 | $2,907+49.4% | $4,333+0.2% | $2,631+65.1% |
| Participant deferral / active EE | $11,829 | $4,590+157.7% | $6,158+92.1% | $4,212+180.9% |
| Admin fee / account holder | $22,874 | $9,357+144.5% | $14,255+60.5% | $7,344+211.5% |