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 | $190,056 | $78,672+141.6% | $109,143+74.1% | $85,850+121.4% |
| Participation rate | 70.5% | 68.3%+2.2pp | 75.9%-5.4pp | 69.3%+1.2pp |
| Annual return | 17.43% | 25.09%-7.7pp | 25.75%-8.3pp | 318.53%-301.1pp |
| Employer contribution / active EE | $2,483 | $2,735-9.2% | $3,722-33.3% | $2,565-3.2% |
| Participant deferral / active EE | $6,185 | $3,467+78.4% | $4,653+32.9% | $3,952+56.5% |
| Admin fee / account holder | $2,015 | $5,469-63.2% | $6,752-70.2% | $6,260-67.8% |