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 | $240,660 | $98,240+145.0% | $82,313+192.4% | $147,584+63.1% |
| Participation rate | 82.4% | 79.7%+2.6pp | 76.9%+5.5pp | 82.8%-0.5pp |
| Annual return | 19.70% | 30.85%-11.2pp | 25.88%-6.2pp | 578.55%-558.8pp |
| Employer contribution / active EE | $2,698 | $3,192-15.5% | $2,428+11.1% | $4,876-44.7% |
| Participant deferral / active EE | $4,283 | $4,383-2.3% | $3,706+15.6% | $5,439-21.2% |
| Admin fee / account holder | $3,537 | $8,563-58.7% | $5,608-36.9% | $10,885-67.5% |