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 | $233,135 | $99,985+133.2% | $146,665+59.0% | $85,850+171.6% |
| Participation rate | 74.1% | 73.1%+1.0pp | 80.1%-6.0pp | 69.3%+4.8pp |
| Annual return | 12.76% | 18.93%-6.2pp | 22.74%-10.0pp | 318.53%-305.8pp |
| Employer contribution / active EE | $2,750 | $2,559+7.5% | $4,136-33.5% | $2,565+7.2% |
| Participant deferral / active EE | $6,422 | $4,006+60.3% | $5,506+16.6% | $3,952+62.5% |
| Admin fee / account holder | $23,803 | $7,702+209.0% | $10,280+131.6% | $6,260+280.2% |