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 | $197,856 | $117,841+67.9% | $102,423+93.2% | $145,922+35.6% |
| Participation rate | 91.7% | 78.6%+13.1pp | 76.5%+15.2pp | 80.3%+11.4pp |
| Annual return | 15.05% | 31.65%-16.6pp | 29.32%-14.3pp | 561.29%-546.2pp |
| Employer contribution / active EE | $3,179 | $3,615-12.1% | $3,023+5.1% | $4,660-31.8% |
| Participant deferral / active EE | $3,682 | $5,731-35.8% | $5,053-27.1% | $6,688-44.9% |
| Admin fee / account holder | $5,757 | $13,326-56.8% | $9,451-39.1% | $13,397-57.0% |