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 | $203,010 | $111,754+81.7% | $103,333+96.5% | $145,922+39.1% |
| Participation rate | 92.9% | 77.9%+14.9pp | 74.5%+18.3pp | 80.3%+12.6pp |
| Annual return | 11.65% | 24.77%-13.1pp | 24.88%-13.2pp | 561.29%-549.6pp |
| Employer contribution / active EE | $2,958 | $4,212-29.8% | $3,868-23.5% | $4,660-36.5% |
| Participant deferral / active EE | $9,722 | $5,619+73.0% | $5,057+92.2% | $6,688+45.4% |
| Admin fee / account holder | $5,446 | $9,750-44.1% | $8,355-34.8% | $13,397-59.3% |