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 | $187,153 | $85,766+118.2% | $136,294+37.3% | $70,131+166.9% |
| Participation rate | 91.1% | 74.2%+17.0pp | 81.9%+9.2pp | 69.5%+21.6pp |
| Annual return | 20.19% | 31.45%-11.3pp | 5155.94%-5135.7pp | 73.14%-53.0pp |
| Employer contribution / active EE | $2,990 | $2,966+0.8% | $4,695-36.3% | $2,342+27.6% |
| Participant deferral / active EE | $6,340 | $5,051+25.5% | $6,247+1.5% | $3,332+90.3% |
| Admin fee / account holder | $942 | $5,420-82.6% | $9,243-89.8% | $4,645-79.7% |