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 | $200,028 | $106,749+87.4% | $145,433+37.5% | $82,448+142.6% |
| Participation rate | 88.9% | 75.6%+13.2pp | 82.1%+6.8pp | 68.1%+20.8pp |
| Annual return | 14.99% | 27.59%-12.6pp | 66.58%-51.6pp | 41.64%-26.6pp |
| Employer contribution / active EE | $4,587 | $3,444+33.2% | $4,554+0.7% | $2,551+79.8% |
| Participant deferral / active EE | $10,703 | $6,519+64.2% | $7,897+35.5% | $4,139+158.6% |
| Admin fee / account holder | $1,894 | $8,390-77.4% | $13,129-85.6% | $7,234-73.8% |