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 | $196,766 | $99,341+98.1% | $84,750+132.2% | $273,961-28.2% |
| Participation rate | 88.9% | 80.7%+8.2pp | 76.6%+12.3pp | 83.0%+5.9pp |
| Annual return | 9.35% | 22.93%-13.6pp | 22.78%-13.4pp | 41.45%-32.1pp |
| Employer contribution / active EE | $9,122 | $4,214+116.5% | $3,574+155.2% | $4,869+87.4% |
| Participant deferral / active EE | $3,291 | $4,269-22.9% | $3,712-11.3% | $5,287-37.8% |
| Admin fee / account holder | $5,519 | $6,644-16.9% | $5,332+3.5% | $10,132-45.5% |