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 | $209,809 | $83,477+151.3% | $125,175+67.6% | $72,985+187.5% |
| Participation rate | 76.6% | 73.3%+3.3pp | 79.8%-3.2pp | 69.5%+7.1pp |
| Annual return | 22.02% | 25.78%-3.8pp | 43.79%-21.8pp | 81.00%-59.0pp |
| Employer contribution / active EE | $2,565 | $2,345+9.4% | $3,865-33.6% | $2,440+5.1% |
| Participant deferral / active EE | $7,912 | $3,585+120.7% | $4,937+60.3% | $3,607+119.3% |
| Admin fee / account holder | $995 | $5,517-82.0% | $9,702-89.7% | $5,124-80.6% |