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 | $229,305 | $118,680+93.2% | $98,907+131.8% | $158,922+44.3% |
| Participation rate | 79.2% | 77.8%+1.3pp | 76.0%+3.1pp | 82.0%-2.8pp |
| Annual return | 10.26% | 372.35%-362.1pp | 196.43%-186.2pp | 302.83%-292.6pp |
| Employer contribution / active EE | $3,034 | $3,333-9.0% | $2,689+12.8% | $4,761-36.3% |
| Participant deferral / active EE | $5,895 | $5,088+15.9% | $4,244+38.9% | $5,982-1.5% |
| Admin fee / account holder | $12,852 | $10,131+26.9% | $6,642+93.5% | $11,246+14.3% |