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 | $207,501 | $110,257+88.2% | $96,544+114.9% | $139,434+48.8% |
| Participation rate | 90.0% | 78.1%+11.9pp | 76.0%+14.0pp | 80.3%+9.7pp |
| Annual return | 14.42% | 26.32%-11.9pp | 25.84%-11.4pp | 372.94%-358.5pp |
| Employer contribution / active EE | $4,702 | $3,620+29.9% | $2,965+58.6% | $4,751-1.0% |
| Participant deferral / active EE | $9,609 | $5,548+73.2% | $4,851+98.1% | $6,710+43.2% |
| Admin fee / account holder | $2,032 | $11,591-82.5% | $8,252-75.4% | $11,403-82.2% |