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 | $107,452+111.8% | $91,541+148.6% | $142,382+59.8% |
| Participation rate | 90.0% | 75.1%+14.9pp | 69.8%+20.2pp | 80.1%+9.9pp |
| Annual return | 11.27% | 22.06%-10.8pp | 20.50%-9.2pp | 217.08%-205.8pp |
| Employer contribution / active EE | $1,950 | $2,994-34.9% | $2,505-22.1% | $4,299-54.6% |
| Participant deferral / active EE | $2,819 | $4,754-40.7% | $4,008-29.7% | $6,507-56.7% |
| Admin fee / account holder | $17,474 | $8,834+97.8% | $6,956+151.2% | $12,624+38.4% |