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 | $204,501 | $94,625+116.1% | $116,228+75.9% | $84,808+141.1% |
| Participation rate | 79.5% | 70.4%+9.0pp | 74.6%+4.9pp | 68.3%+11.1pp |
| Annual return | 19.97% | 20.40%-0.4pp | 90.06%-70.1pp | 40.90%-20.9pp |
| Employer contribution / active EE | $1,910 | $2,347-18.6% | $2,994-36.2% | $2,631-27.4% |
| Participant deferral / active EE | $3,418 | $3,972-13.9% | $4,953-31.0% | $4,212-18.8% |
| Admin fee / account holder | $2,484 | $10,091-75.4% | $11,989-79.3% | $7,344-66.2% |