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 | $200,201 | $89,753+123.1% | $107,525+86.2% | $84,808+136.1% |
| Participation rate | 82.4% | 68.1%+14.3pp | 75.1%+7.3pp | 68.3%+14.0pp |
| Annual return | 15.52% | 29.48%-14.0pp | 181.32%-165.8pp | 40.90%-25.4pp |
| Employer contribution / active EE | $2,890 | $3,113-7.2% | $3,754-23.0% | $2,631+9.8% |
| Participant deferral / active EE | $8,360 | $4,056+106.1% | $5,116+63.4% | $4,212+98.5% |
| Admin fee / account holder | $4,082 | $7,222-43.5% | $8,919-54.2% | $7,344-44.4% |