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 | $199,587 | $118,450+68.5% | $98,439+102.8% | $139,434+43.1% |
| Participation rate | 93.8% | 77.4%+16.3pp | 75.2%+18.6pp | 80.3%+13.4pp |
| Annual return | 15.20% | 18.94%-3.7pp | 21.16%-6.0pp | 372.94%-357.7pp |
| Employer contribution / active EE | $8,097 | $3,609+124.3% | $3,048+165.7% | $4,751+70.4% |
| Participant deferral / active EE | $9,163 | $5,392+69.9% | $4,738+93.4% | $6,710+36.6% |
| Admin fee / account holder | $6,117 | $14,026-56.4% | $8,948-31.6% | $11,403-46.4% |