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 | $202,899 | $106,515+90.5% | $96,683+109.9% | $139,434+45.5% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 16.09% | 38.43%-22.3pp | 35.69%-19.6pp | 372.94%-356.9pp |
| Employer contribution / active EE | $2,850 | $4,103-30.5% | $3,737-23.7% | $4,751-40.0% |
| Participant deferral / active EE | $8,100 | $5,454+48.5% | $4,878+66.0% | $6,710+20.7% |
| Admin fee / account holder | $2,933 | $7,877-62.8% | $6,730-56.4% | $11,403-74.3% |