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 | $214,083 | $123,793+72.9% | $177,821+20.4% | $79,858+168.1% |
| Participation rate | 93.0% | 84.7%+8.4pp | 87.7%+5.3pp | 69.6%+23.4pp |
| Annual return | 12.57% | 22.82%-10.2pp | 48.32%-35.7pp | 31.71%-19.1pp |
| Employer contribution / active EE | $2,839 | $4,095-30.7% | $5,918-52.0% | $2,471+14.9% |
| Participant deferral / active EE | $4,867 | $5,956-18.3% | $7,714-36.9% | $3,740+30.1% |
| Admin fee / account holder | $2,187 | $7,243-69.8% | $12,427-82.4% | $5,306-58.8% |