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 | $191,277 | $114,381+67.2% | $107,525+77.9% | $142,382+34.3% |
| Participation rate | 81.0% | 78.1%+2.8pp | 75.1%+5.9pp | 80.1%+0.8pp |
| Annual return | 13.41% | 242.71%-229.3pp | 181.32%-167.9pp | 217.08%-203.7pp |
| Employer contribution / active EE | $1,480 | $4,015-63.1% | $3,754-60.6% | $4,299-65.6% |
| Participant deferral / active EE | $8,194 | $5,564+47.3% | $5,116+60.2% | $6,507+25.9% |
| Admin fee / account holder | $2,437 | $9,860-75.3% | $8,919-72.7% | $12,624-80.7% |