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 | $196,564 | $154,117+27.5% | $129,995+51.2% | $139,434+41.0% |
| Participation rate | 94.7% | 82.0%+12.8pp | 78.5%+16.3pp | 80.3%+14.4pp |
| Annual return | 13.06% | 32.48%-19.4pp | -137.18%+150.2pp | 372.94%-359.9pp |
| Employer contribution / active EE | $11,005 | $5,289+108.1% | $4,320+154.8% | $4,751+131.6% |
| Participant deferral / active EE | $6,151 | $6,710-8.3% | $5,820+5.7% | $6,710-8.3% |
| Admin fee / account holder | $3,492 | $14,007-75.1% | $10,614-67.1% | $11,403-69.4% |