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 | $189,456 | $99,918+89.6% | $81,382+132.8% | $145,922+29.8% |
| Participation rate | 78.6% | 74.2%+4.4pp | 69.5%+9.1pp | 80.3%-1.7pp |
| Annual return | 13.76% | 34.32%-20.6pp | 24.73%-11.0pp | 561.29%-547.5pp |
| Employer contribution / active EE | $3,294 | $2,978+10.6% | $2,463+33.8% | $4,660-29.3% |
| Participant deferral / active EE | $5,931 | $4,605+28.8% | $3,883+52.7% | $6,688-11.3% |
| Admin fee / account holder | $1,153 | $8,212-86.0% | $5,768-80.0% | $13,397-91.4% |