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 | $196,022 | $116,175+68.7% | $93,606+109.4% | $152,861+28.2% |
| Participation rate | 91.3% | 78.0%+13.3pp | 75.8%+15.5pp | 82.4%+8.9pp |
| Annual return | 19.87% | 35.96%-16.1pp | 32.76%-12.9pp | 345.32%-325.5pp |
| Employer contribution / active EE | $3,258 | $3,218+1.2% | $2,718+19.9% | $4,762-31.6% |
| Participant deferral / active EE | $5,159 | $4,603+12.1% | $4,069+26.8% | $5,850-11.8% |
| Admin fee / account holder | $3,676 | $10,748-65.8% | $7,888-53.4% | $11,596-68.3% |