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 | $137,230 | $46,553+194.8% | $64,056+114.2% | $75,163+82.6% |
| Participation rate | 84.1% | 65.9%+18.2pp | 72.3%+11.8pp | 67.2%+17.0pp |
| Annual return | 20.94% | 26.03%-5.1pp | 33.69%-12.7pp | 160.62%-139.7pp |
| Employer contribution / active EE | $2,009 | $1,974+1.8% | $2,747-26.8% | $2,670-24.7% |
| Participant deferral / active EE | $6,852 | $2,837+141.6% | $3,880+76.6% | $4,125+66.1% |
| Admin fee / account holder | $6,133 | $2,952+107.7% | $3,068+99.9% | $5,651+8.5% |