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 | $188,020 | $104,664+79.6% | $85,682+119.4% | $167,490+12.3% |
| Participation rate | 83.3% | 76.4%+7.0pp | 69.9%+13.5pp | 82.1%+1.2pp |
| Annual return | 9.10% | 21.45%-12.3pp | 21.49%-12.4pp | 478.56%-469.5pp |
| Employer contribution / active EE | $3,100 | $3,337-7.1% | $2,618+18.4% | $4,837-35.9% |
| Participant deferral / active EE | $10,485 | $4,824+117.3% | $3,923+167.3% | $6,341+65.3% |
| Admin fee / account holder | $3,501 | $10,032-65.1% | $6,873-49.1% | $12,309-71.6% |