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 | $209,166 | $162,781+28.5% | $133,956+56.1% | $158,922+31.6% |
| Participation rate | 88.9% | 83.2%+5.7pp | 79.8%+9.0pp | 82.0%+6.9pp |
| Annual return | 17.60% | 41.94%-24.3pp | 45.09%-27.5pp | 302.83%-285.2pp |
| Employer contribution / active EE | $4,442 | $4,975-10.7% | $3,919+13.4% | $4,761-6.7% |
| Participant deferral / active EE | $8,881 | $5,911+50.2% | $5,048+75.9% | $5,982+48.5% |
| Admin fee / account holder | $1,786 | $11,736-84.8% | $8,927-80.0% | $11,246-84.1% |