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 | $214,585 | $149,734+43.3% | $118,925+80.4% | $158,922+35.0% |
| Participation rate | 90.9% | 82.1%+8.8pp | 75.4%+15.5pp | 82.0%+9.0pp |
| Annual return | 18.62% | 19.95%-1.3pp | 35.88%-17.3pp | 302.83%-284.2pp |
| Employer contribution / active EE | $3,835 | $4,115-6.8% | $3,263+17.5% | $4,761-19.5% |
| Participant deferral / active EE | $11,924 | $5,223+128.3% | $4,265+179.6% | $5,982+99.3% |
| Admin fee / account holder | $678 | $8,603-92.1% | $6,581-89.7% | $11,246-94.0% |