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 | $226,315 | $110,257+105.3% | $96,544+134.4% | $139,434+62.3% |
| Participation rate | 90.9% | 78.1%+12.8pp | 76.0%+14.9pp | 80.3%+10.6pp |
| Annual return | 19.74% | 26.32%-6.6pp | 25.84%-6.1pp | 372.94%-353.2pp |
| Employer contribution / active EE | $2,103 | $3,620-41.9% | $2,965-29.1% | $4,751-55.7% |
| Participant deferral / active EE | $9,430 | $5,548+70.0% | $4,851+94.4% | $6,710+40.5% |
| Admin fee / account holder | $7,637 | $11,591-34.1% | $8,252-7.5% | $11,403-33.0% |