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 | $226,136 | $176,812+27.9% | $146,665+54.2% | $167,490+35.0% |
| Participation rate | 91.7% | 83.6%+8.1pp | 80.1%+11.6pp | 82.1%+9.6pp |
| Annual return | 11.45% | 24.03%-12.6pp | 22.74%-11.3pp | 478.56%-467.1pp |
| Employer contribution / active EE | $4,392 | $5,160-14.9% | $4,136+6.2% | $4,837-9.2% |
| Participant deferral / active EE | $8,485 | $6,440+31.8% | $5,506+54.1% | $6,341+33.8% |
| Admin fee / account holder | $5,916 | $13,259-55.4% | $10,280-42.4% | $12,309-51.9% |