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 | $185,771 | $83,477+122.5% | $125,175+48.4% | $72,985+154.5% |
| Participation rate | 83.3% | 73.3%+10.0pp | 79.8%+3.6pp | 69.5%+13.8pp |
| Annual return | 23.02% | 25.78%-2.8pp | 43.79%-20.8pp | 81.00%-58.0pp |
| Employer contribution / active EE | $681 | $2,345-71.0% | $3,865-82.4% | $2,440-72.1% |
| Participant deferral / active EE | $3,744 | $3,585+4.4% | $4,937-24.2% | $3,607+3.8% |
| Admin fee / account holder | $10,900 | $5,517+97.6% | $9,702+12.3% | $5,124+112.7% |