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 | $195,331 | $106,749+83.0% | $145,433+34.3% | $82,448+136.9% |
| Participation rate | 86.3% | 75.6%+10.7pp | 82.1%+4.2pp | 68.1%+18.2pp |
| Annual return | 16.60% | 27.59%-11.0pp | 66.58%-50.0pp | 41.64%-25.0pp |
| Employer contribution / active EE | $1,588 | $3,444-53.9% | $4,554-65.1% | $2,551-37.8% |
| Participant deferral / active EE | $8,571 | $6,519+31.5% | $7,897+8.5% | $4,139+107.1% |
| Admin fee / account holder | $5,013 | $8,390-40.3% | $13,129-61.8% | $7,234-30.7% |