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 | $200,370 | $110,257+81.7% | $96,544+107.5% | $139,434+43.7% |
| Participation rate | 92.9% | 78.1%+14.8pp | 76.0%+16.9pp | 80.3%+12.5pp |
| Annual return | 16.20% | 26.32%-10.1pp | 25.84%-9.6pp | 372.94%-356.7pp |
| Employer contribution / active EE | $3,278 | $3,620-9.4% | $2,965+10.6% | $4,751-31.0% |
| Participant deferral / active EE | $7,872 | $5,548+41.9% | $4,851+62.3% | $6,710+17.3% |
| Admin fee / account holder | $3,145 | $11,591-72.9% | $8,252-61.9% | $11,403-72.4% |