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 | $174,545 | $98,750+76.8% | $149,696+16.6% | $79,858+118.6% |
| Participation rate | 77.0% | 75.8%+1.3pp | 82.5%-5.4pp | 69.6%+7.4pp |
| Annual return | 20.88% | 27.43%-6.5pp | 276.60%-255.7pp | 31.71%-10.8pp |
| Employer contribution / active EE | $2,131 | $3,216-33.8% | $4,644-54.1% | $2,471-13.8% |
| Participant deferral / active EE | $5,480 | $5,680-3.5% | $6,842-19.9% | $3,740+46.5% |
| Admin fee / account holder | $610 | $6,053-89.9% | $9,309-93.4% | $5,306-88.5% |