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 | $204,740 | $87,733+133.4% | $106,548+92.2% | $85,850+138.5% |
| Participation rate | 85.3% | 71.9%+13.4pp | 76.1%+9.2pp | 69.3%+16.0pp |
| Annual return | 21.01% | 21.86%-0.8pp | 26.80%-5.8pp | 318.53%-297.5pp |
| Employer contribution / active EE | $1,469 | $2,073-29.1% | $2,819-47.9% | $2,565-42.7% |
| Participant deferral / active EE | $2,282 | $3,469-34.2% | $4,398-48.1% | $3,952-42.3% |
| Admin fee / account holder | $915 | $6,767-86.5% | $7,407-87.7% | $6,260-85.4% |