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 | $205,460 | $106,749+92.5% | $145,433+41.3% | $82,448+149.2% |
| Participation rate | 80.5% | 75.6%+4.8pp | 82.1%-1.6pp | 68.1%+12.4pp |
| Annual return | 15.58% | 27.59%-12.0pp | 66.58%-51.0pp | 41.64%-26.1pp |
| Employer contribution / active EE | $2,439 | $3,444-29.2% | $4,554-46.4% | $2,551-4.4% |
| Participant deferral / active EE | $9,714 | $6,519+49.0% | $7,897+23.0% | $4,139+134.7% |
| Admin fee / account holder | $9,537 | $8,390+13.7% | $13,129-27.4% | $7,234+31.8% |