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 | $189,139 | $87,733+115.6% | $106,548+77.5% | $85,850+120.3% |
| Participation rate | 89.2% | 71.9%+17.3pp | 76.1%+13.1pp | 69.3%+19.9pp |
| Annual return | 15.30% | 21.86%-6.6pp | 26.80%-11.5pp | 318.53%-303.2pp |
| Employer contribution / active EE | $2,544 | $2,073+22.7% | $2,819-9.7% | $2,565-0.8% |
| Participant deferral / active EE | $3,878 | $3,469+11.8% | $4,398-11.8% | $3,952-1.9% |
| Admin fee / account holder | $1,220 | $6,767-82.0% | $7,407-83.5% | $6,260-80.5% |