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 | $186,547 | $105,859+76.2% | $90,160+106.9% | $147,584+26.4% |
| Participation rate | 91.7% | 79.7%+11.9pp | 76.9%+14.8pp | 82.8%+8.8pp |
| Annual return | 14.50% | 37.63%-23.1pp | 34.88%-20.4pp | 578.55%-564.0pp |
| Employer contribution / active EE | $7,556 | $4,126+83.1% | $3,318+127.7% | $4,876+54.9% |
| Participant deferral / active EE | $7,907 | $5,733+37.9% | $5,288+49.5% | $5,439+45.4% |
| Admin fee / account holder | $760 | $8,046-90.6% | $5,943-87.2% | $10,885-93.0% |