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 | $191,159 | $106,749+79.1% | $145,433+31.4% | $82,448+131.9% |
| Participation rate | 89.7% | 75.6%+14.0pp | 82.1%+7.5pp | 68.1%+21.6pp |
| Annual return | 19.27% | 27.59%-8.3pp | 66.58%-47.3pp | 41.64%-22.4pp |
| Employer contribution / active EE | $4,038 | $3,444+17.2% | $4,554-11.3% | $2,551+58.3% |
| Participant deferral / active EE | $12,266 | $6,519+88.2% | $7,897+55.3% | $4,139+196.3% |
| Admin fee / account holder | $1,683 | $8,390-79.9% | $13,129-87.2% | $7,234-76.7% |