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 | $198,971 | $99,985+99.0% | $146,665+35.7% | $85,850+131.8% |
| Participation rate | 86.7% | 73.1%+13.6pp | 80.1%+6.6pp | 69.3%+17.4pp |
| Annual return | 15.95% | 18.93%-3.0pp | 22.74%-6.8pp | 318.53%-302.6pp |
| Employer contribution / active EE | $3,362 | $2,559+31.4% | $4,136-18.7% | $2,565+31.1% |
| Participant deferral / active EE | $2,986 | $4,006-25.5% | $5,506-45.8% | $3,952-24.4% |
| Admin fee / account holder | $37,322 | $7,702+384.6% | $10,280+263.1% | $6,260+496.2% |