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 | $204,924 | $78,422+161.3% | $95,952+113.6% | $79,858+156.6% |
| Participation rate | 96.7% | 73.5%+23.2pp | 77.1%+19.6pp | 69.6%+27.0pp |
| Annual return | 20.45% | 19.37%+1.1pp | 91.61%-71.2pp | 31.71%-11.3pp |
| Employer contribution / active EE | $2,137 | $1,945+9.9% | $2,541-15.9% | $2,471-13.5% |
| Participant deferral / active EE | $4,037 | $3,440+17.4% | $4,167-3.1% | $3,740+8.0% |
| Admin fee / account holder | $4,481 | $5,622-20.3% | $6,795-34.1% | $5,306-15.5% |