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 | $209,326 | $125,758+66.5% | $169,993+23.1% | $75,163+178.5% |
| Participation rate | 88.9% | 83.6%+5.3pp | 87.0%+1.9pp | 67.2%+21.7pp |
| Annual return | 15.91% | 27.20%-11.3pp | 53.37%-37.5pp | 160.62%-144.7pp |
| Employer contribution / active EE | $2,574 | $4,615-44.2% | $6,785-62.1% | $2,670-3.6% |
| Participant deferral / active EE | $5,214 | $6,837-23.7% | $10,408-49.9% | $4,125+26.4% |
| Admin fee / account holder | $7,382 | $8,173-9.7% | $12,815-42.4% | $5,651+30.6% |