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 | $198,721 | $118,919+67.1% | $88,538+124.4% | $152,861+30.0% |
| Participation rate | 75.0% | 73.4%+1.6pp | 68.7%+6.3pp | 82.4%-7.4pp |
| Annual return | 17.76% | 47.92%-30.2pp | 43.64%-25.9pp | 345.32%-327.6pp |
| Employer contribution / active EE | $3,472 | $2,669+30.1% | $2,098+65.5% | $4,762-27.1% |
| Participant deferral / active EE | $9,366 | $3,549+163.9% | $2,914+221.4% | $5,850+60.1% |
| Admin fee / account holder | $10,608 | $5,876+80.5% | $4,310+146.1% | $11,596-8.5% |