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 | $196,496 | $110,257+78.2% | $96,544+103.5% | $139,434+40.9% |
| Participation rate | 93.3% | 78.1%+15.2pp | 76.0%+17.4pp | 80.3%+13.0pp |
| Annual return | 22.78% | 26.32%-3.5pp | 25.84%-3.1pp | 372.94%-350.2pp |
| Employer contribution / active EE | $2,165 | $3,620-40.2% | $2,965-27.0% | $4,751-54.4% |
| Participant deferral / active EE | $5,911 | $5,548+6.5% | $4,851+21.8% | $6,710-11.9% |
| Admin fee / account holder | $1,978 | $11,591-82.9% | $8,252-76.0% | $11,403-82.6% |