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 | $227,544 | $102,245+122.5% | $89,340+154.7% | $137,256+65.8% |
| Participation rate | 90.0% | 74.9%+15.1pp | 69.6%+20.4pp | 80.0%+10.0pp |
| Annual return | 11.27% | 21.89%-10.6pp | 20.57%-9.3pp | 220.34%-209.1pp |
| Employer contribution / active EE | $1,950 | $2,529-22.9% | $2,231-12.6% | $4,156-53.1% |
| Participant deferral / active EE | $2,819 | $4,436-36.5% | $3,823-26.3% | $6,407-56.0% |
| Admin fee / account holder | $17,474 | $8,085+116.1% | $6,704+160.7% | $12,270+42.4% |