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 | $235,134 | $109,881+114.0% | $150,045+56.7% | $84,808+177.3% |
| Participation rate | 92.9% | 76.1%+16.8pp | 82.3%+10.5pp | 68.3%+24.5pp |
| Annual return | 15.92% | 28.25%-12.3pp | 62.55%-46.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $3,147 | $3,561-11.6% | $4,693-32.9% | $2,631+19.6% |
| Participant deferral / active EE | $8,518 | $6,636+28.4% | $7,997+6.5% | $4,212+102.2% |
| Admin fee / account holder | $5,494 | $8,568-35.9% | $13,435-59.1% | $7,344-25.2% |