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 | $200,080 | $127,065+57.5% | $113,168+76.8% | $142,382+40.5% |
| Participation rate | 90.9% | 79.2%+11.7pp | 76.6%+14.3pp | 80.1%+10.8pp |
| Annual return | 10.95% | 24.03%-13.1pp | 24.27%-13.3pp | 217.08%-206.1pp |
| Employer contribution / active EE | $3,104 | $3,442-9.8% | $2,975+4.3% | $4,299-27.8% |
| Participant deferral / active EE | $6,491 | $5,716+13.6% | $5,107+27.1% | $6,507-0.2% |
| Admin fee / account holder | $2,578 | $15,736-83.6% | $12,068-78.6% | $12,624-79.6% |