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 | $177,437 | $98,750+79.7% | $149,696+18.5% | $79,858+122.2% |
| Participation rate | 90.2% | 75.8%+14.5pp | 82.5%+7.8pp | 69.6%+20.6pp |
| Annual return | 20.12% | 27.43%-7.3pp | 276.60%-256.5pp | 31.71%-11.6pp |
| Employer contribution / active EE | $827 | $3,216-74.3% | $4,644-82.2% | $2,471-66.5% |
| Participant deferral / active EE | $12,634 | $5,680+122.4% | $6,842+84.7% | $3,740+237.8% |
| Admin fee / account holder | $5,481 | $6,053-9.4% | $9,309-41.1% | $5,306+3.3% |