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 | $212,479 | $106,515+99.5% | $96,683+119.8% | $139,434+52.4% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 18.10% | 38.43%-20.3pp | 35.69%-17.6pp | 372.94%-354.8pp |
| Employer contribution / active EE | $3,024 | $4,103-26.3% | $3,737-19.1% | $4,751-36.3% |
| Participant deferral / active EE | $6,179 | $5,454+13.3% | $4,878+26.7% | $6,710-7.9% |
| Admin fee / account holder | $1,221 | $7,877-84.5% | $6,730-81.9% | $11,403-89.3% |