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 | $183,789 | $110,257+66.7% | $96,544+90.4% | $139,434+31.8% |
| Participation rate | 88.9% | 78.1%+10.8pp | 76.0%+12.9pp | 80.3%+8.6pp |
| Annual return | 13.39% | 26.32%-12.9pp | 25.84%-12.5pp | 372.94%-359.6pp |
| Employer contribution / active EE | $2,831 | $3,620-21.8% | $2,965-4.5% | $4,751-40.4% |
| Participant deferral / active EE | $17,413 | $5,548+213.9% | $4,851+259.0% | $6,710+159.5% |
| Admin fee / account holder | $1,145 | $11,591-90.1% | $8,252-86.1% | $11,403-90.0% |