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 | $216,611 | $148,978+45.4% | $200,582+8.0% | $84,808+155.4% |
| Participation rate | 94.7% | 84.2%+10.4pp | 86.9%+7.8pp | 68.3%+26.4pp |
| Annual return | 15.26% | 28.16%-12.9pp | 42.33%-27.1pp | 40.90%-25.6pp |
| Employer contribution / active EE | $3,822 | $4,815-20.6% | $6,419-40.5% | $2,631+45.3% |
| Participant deferral / active EE | $6,840 | $7,142-4.2% | $9,331-26.7% | $4,212+62.4% |
| Admin fee / account holder | $1,976 | $13,977-85.9% | $16,305-87.9% | $7,344-73.1% |