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 | $180,416 | $99,985+80.4% | $146,665+23.0% | $85,850+110.2% |
| Participation rate | 78.6% | 73.1%+5.5pp | 80.1%-1.5pp | 69.3%+9.3pp |
| Annual return | 17.59% | 18.93%-1.3pp | 22.74%-5.2pp | 318.53%-300.9pp |
| Employer contribution / active EE | $2,994 | $2,559+17.0% | $4,136-27.6% | $2,565+16.7% |
| Participant deferral / active EE | $6,027 | $4,006+50.5% | $5,506+9.5% | $3,952+52.5% |
| Admin fee / account holder | $4,976 | $7,702-35.4% | $10,280-51.6% | $6,260-20.5% |