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 | $155,988 | $84,233+85.2% | $170,442-8.5% | $70,131+122.4% |
| Participation rate | 90.0% | 70.8%+19.2pp | 83.6%+6.4pp | 69.5%+20.5pp |
| Annual return | 20.72% | 23.06%-2.3pp | 205.93%-185.2pp | 73.14%-52.4pp |
| Employer contribution / active EE | $2,727 | $3,387-19.5% | $5,433-49.8% | $2,342+16.4% |
| Participant deferral / active EE | $6,508 | $3,086+110.9% | $4,939+31.8% | $3,332+95.3% |
| Admin fee / account holder | $1,122 | $5,698-80.3% | $13,880-91.9% | $4,645-75.8% |