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 | $226,817 | $90,503+150.6% | $78,689+188.2% | $273,961-17.2% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | 12.84% | 75.60%-62.8pp | 62.18%-49.3pp | 41.45%-28.6pp |
| Employer contribution / active EE | $1,601 | $3,176-49.6% | $2,851-43.8% | $4,869-67.1% |
| Participant deferral / active EE | $9,203 | $3,901+135.9% | $3,517+161.7% | $5,287+74.1% |
| Admin fee / account holder | $4,277 | $5,263-18.7% | $4,510-5.2% | $10,132-57.8% |