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 | $202,582 | $117,983+71.7% | $101,794+99.0% | $142,382+42.3% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.2%+10.8pp | 80.1%-0.1pp |
| Annual return | 13.89% | 36.92%-23.0pp | 30.53%-16.6pp | 217.08%-203.2pp |
| Employer contribution / active EE | $2,356 | $2,773-15.0% | $2,289+2.9% | $4,299-45.2% |
| Participant deferral / active EE | $7,427 | $4,714+57.6% | $4,084+81.9% | $6,507+14.1% |
| Admin fee / account holder | $4,195 | $10,433-59.8% | $8,777-52.2% | $12,624-66.8% |