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 | $193,265 | $111,754+72.9% | $103,333+87.0% | $145,922+32.4% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 12.67% | 24.77%-12.1pp | 24.88%-12.2pp | 561.29%-548.6pp |
| Employer contribution / active EE | $5,547 | $4,212+31.7% | $3,868+43.4% | $4,660+19.0% |
| Participant deferral / active EE | $10,415 | $5,619+85.4% | $5,057+105.9% | $6,688+55.7% |
| Admin fee / account holder | $39,408 | $9,750+304.2% | $8,355+371.7% | $13,397+194.2% |