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 | $200,306 | $117,983+69.8% | $101,794+96.8% | $142,382+40.7% |
| Participation rate | 90.0% | 74.2%+15.8pp | 69.2%+20.8pp | 80.1%+9.9pp |
| Annual return | 14.27% | 36.92%-22.6pp | 30.53%-16.3pp | 217.08%-202.8pp |
| Employer contribution / active EE | $5,204 | $2,773+87.7% | $2,289+127.3% | $4,299+21.0% |
| Participant deferral / active EE | $8,291 | $4,714+75.9% | $4,084+103.0% | $6,507+27.4% |
| Admin fee / account holder | $67,785 | $10,433+549.7% | $8,777+672.3% | $12,624+437.0% |