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 | $192,179 | $109,881+74.9% | $150,045+28.1% | $84,808+126.6% |
| Participation rate | 89.3% | 76.1%+13.2pp | 82.3%+7.0pp | 68.3%+21.0pp |
| Annual return | 17.02% | 28.25%-11.2pp | 62.55%-45.5pp | 40.90%-23.9pp |
| Employer contribution / active EE | $4,484 | $3,561+25.9% | $4,693-4.5% | $2,631+70.4% |
| Participant deferral / active EE | $17,312 | $6,636+160.9% | $7,997+116.5% | $4,212+311.0% |
| Admin fee / account holder | $5,668 | $8,568-33.8% | $13,435-57.8% | $7,344-22.8% |