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 | $238,333 | $127,065+87.6% | $113,168+110.6% | $142,382+67.4% |
| Participation rate | 87.5% | 79.2%+8.3pp | 76.6%+10.9pp | 80.1%+7.4pp |
| Annual return | 12.76% | 24.03%-11.3pp | 24.27%-11.5pp | 217.08%-204.3pp |
| Employer contribution / active EE | $1,648 | $3,442-52.1% | $2,975-44.6% | $4,299-61.7% |
| Participant deferral / active EE | $5,342 | $5,716-6.6% | $5,107+4.6% | $6,507-17.9% |
| Admin fee / account holder | $2,336 | $15,736-85.2% | $12,068-80.6% | $12,624-81.5% |