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 | $186,636 | $93,571+99.5% | $135,903+37.3% | $75,163+148.3% |
| Participation rate | 87.1% | 75.2%+11.9pp | 81.9%+5.2pp | 67.2%+19.9pp |
| Annual return | 17.75% | 30.90%-13.1pp | 68.23%-50.5pp | 160.62%-142.9pp |
| Employer contribution / active EE | $2,842 | $3,537-19.6% | $4,856-41.5% | $2,670+6.4% |
| Participant deferral / active EE | $7,492 | $6,404+17.0% | $7,758-3.4% | $4,125+81.6% |
| Admin fee / account holder | $17,680 | $6,975+153.5% | $10,762+64.3% | $5,651+212.9% |