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 | $240,666 | $138,347+74.0% | $184,203+30.7% | $80,856+197.6% |
| Participation rate | 88.5% | 83.9%+4.6pp | 86.8%+1.6pp | 67.6%+20.8pp |
| Annual return | 15.00% | 20.02%-5.0pp | 28.81%-13.8pp | 35.59%-20.6pp |
| Employer contribution / active EE | $1,904 | $4,850-60.8% | $6,427-70.4% | $2,755-30.9% |
| Participant deferral / active EE | $4,692 | $7,071-33.6% | $9,131-48.6% | $4,296+9.2% |
| Admin fee / account holder | $46,086 | $10,483+339.6% | $13,901+231.5% | $6,918+566.2% |