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 | $235,360 | $185,822+26.7% | $169,993+38.5% | $139,434+68.8% |
| Participation rate | 85.7% | 87.8%-2.0pp | 87.0%-1.3pp | 80.3%+5.4pp |
| Annual return | 18.33% | 60.50%-42.2pp | 53.37%-35.0pp | 372.94%-354.6pp |
| Employer contribution / active EE | $4,014 | $7,590-47.1% | $6,785-40.8% | $4,751-15.5% |
| Participant deferral / active EE | $8,412 | $11,622-27.6% | $10,408-19.2% | $6,710+25.4% |
| Admin fee / account holder | $5,918 | $15,381-61.5% | $12,815-53.8% | $11,403-48.1% |