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 | $199,778 | $102,828+94.3% | $105,387+89.6% | $152,861+30.7% |
| Participation rate | 84.6% | 83.8%+0.9pp | 82.6%+2.0pp | 82.4%+2.2pp |
| Annual return | 19.30% | 20.85%-1.6pp | 26.82%-7.5pp | 345.32%-326.0pp |
| Employer contribution / active EE | $5,521 | $4,473+23.4% | $4,213+31.0% | $4,762+15.9% |
| Participant deferral / active EE | $9,040 | $5,465+65.4% | $5,502+64.3% | $5,850+54.5% |
| Admin fee / account holder | $34,311 | $8,683+295.2% | $6,559+423.1% | $11,596+195.9% |