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 | $191,611 | $102,966+86.1% | $90,281+112.2% | $152,861+25.3% |
| Participation rate | 86.7% | 75.9%+10.8pp | 73.3%+13.4pp | 82.4%+4.2pp |
| Annual return | 19.02% | 95.16%-76.1pp | 78.10%-59.1pp | 345.32%-326.3pp |
| Employer contribution / active EE | $2,071 | $3,139-34.0% | $2,854-27.5% | $4,762-56.5% |
| Participant deferral / active EE | $5,342 | $4,281+24.8% | $3,885+37.5% | $5,850-8.7% |
| Admin fee / account holder | $6,050 | $6,171-2.0% | $5,351+13.1% | $11,596-47.8% |