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 | $245,525 | $127,065+93.2% | $113,168+117.0% | $142,382+72.4% |
| Participation rate | 80.0% | 79.2%+0.8pp | 76.6%+3.4pp | 80.1%-0.1pp |
| Annual return | 10.99% | 24.03%-13.0pp | 24.27%-13.3pp | 217.08%-206.1pp |
| Employer contribution / active EE | $10,000 | $3,442+190.5% | $2,975+236.1% | $4,299+132.6% |
| Participant deferral / active EE | $3,862 | $5,716-32.4% | $5,107-24.4% | $6,507-40.6% |
| Admin fee / account holder | $6,635 | $15,736-57.8% | $12,068-45.0% | $12,624-47.4% |