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 | $198,956 | $162,781+22.2% | $133,956+48.5% | $158,922+25.2% |
| Participation rate | 70.0% | 83.2%-13.2pp | 79.8%-9.8pp | 82.0%-12.0pp |
| Annual return | 13.73% | 41.94%-28.2pp | 45.09%-31.4pp | 302.83%-289.1pp |
| Employer contribution / active EE | $9,490 | $4,975+90.7% | $3,919+142.2% | $4,761+99.3% |
| Participant deferral / active EE | $6,572 | $5,911+11.2% | $5,048+30.2% | $5,982+9.9% |
| Admin fee / account holder | $3,814 | $11,736-67.5% | $8,927-57.3% | $11,246-66.1% |