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 | $197,332 | $78,672+150.8% | $109,143+80.8% | $85,850+129.9% |
| Participation rate | 97.4% | 68.3%+29.2pp | 75.9%+21.6pp | 69.3%+28.1pp |
| Annual return | 12.91% | 25.09%-12.2pp | 25.75%-12.8pp | 318.53%-305.6pp |
| Employer contribution / active EE | $1,223 | $2,735-55.3% | $3,722-67.1% | $2,565-52.3% |
| Participant deferral / active EE | $3,711 | $3,467+7.0% | $4,653-20.2% | $3,952-6.1% |
| Admin fee / account holder | $8,230 | $5,469+50.5% | $6,752+21.9% | $6,260+31.5% |