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 | $187,654 | $99,985+87.7% | $146,665+27.9% | $85,850+118.6% |
| Participation rate | 90.5% | 73.1%+17.4pp | 80.1%+10.4pp | 69.3%+21.2pp |
| Annual return | 13.58% | 18.93%-5.3pp | 22.74%-9.2pp | 318.53%-305.0pp |
| Employer contribution / active EE | $2,584 | $2,559+1.0% | $4,136-37.5% | $2,565+0.8% |
| Participant deferral / active EE | $7,420 | $4,006+85.2% | $5,506+34.8% | $3,952+87.8% |
| Admin fee / account holder | $6,323 | $7,702-17.9% | $10,280-38.5% | $6,260+1.0% |