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 | $236,546 | $99,985+136.6% | $146,665+61.3% | $85,850+175.5% |
| Participation rate | 84.6% | 73.1%+11.6pp | 80.1%+4.5pp | 69.3%+15.3pp |
| Annual return | 15.88% | 18.93%-3.0pp | 22.74%-6.9pp | 318.53%-302.7pp |
| Employer contribution / active EE | $3,457 | $2,559+35.1% | $4,136-16.4% | $2,565+34.8% |
| Participant deferral / active EE | $6,423 | $4,006+60.3% | $5,506+16.6% | $3,952+62.5% |
| Admin fee / account holder | $1,364 | $7,702-82.3% | $10,280-86.7% | $6,260-78.2% |