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 | $234,249 | $154,117+52.0% | $129,995+80.2% | $139,434+68.0% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.5%+11.5pp | 80.3%+9.7pp |
| Annual return | 13.17% | 32.48%-19.3pp | -137.18%+150.3pp | 372.94%-359.8pp |
| Employer contribution / active EE | $3,781 | $5,289-28.5% | $4,320-12.5% | $4,751-20.4% |
| Participant deferral / active EE | $8,141 | $6,710+21.3% | $5,820+39.9% | $6,710+21.3% |
| Admin fee / account holder | $2,171 | $14,007-84.5% | $10,614-79.5% | $11,403-81.0% |