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 | $210,945 | $124,425+69.5% | $112,040+88.3% | $137,256+53.7% |
| Participation rate | 88.9% | 79.3%+9.6pp | 76.5%+12.4pp | 80.0%+8.9pp |
| Annual return | 13.14% | 24.72%-11.6pp | 24.52%-11.4pp | 220.34%-207.2pp |
| Employer contribution / active EE | $2,260 | $3,411-33.7% | $2,954-23.5% | $4,156-45.6% |
| Participant deferral / active EE | $9,054 | $5,718+58.3% | $5,098+77.6% | $6,407+41.3% |
| Admin fee / account holder | $1,304 | $15,207-91.4% | $12,098-89.2% | $12,270-89.4% |