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 | $212,284 | $110,257+92.5% | $96,544+119.9% | $139,434+52.2% |
| Participation rate | 91.7% | 78.1%+13.6pp | 76.0%+15.7pp | 80.3%+11.3pp |
| Annual return | 20.07% | 26.32%-6.2pp | 25.84%-5.8pp | 372.94%-352.9pp |
| Employer contribution / active EE | $2,942 | $3,620-18.7% | $2,965-0.8% | $4,751-38.1% |
| Participant deferral / active EE | $16,176 | $5,548+191.6% | $4,851+233.5% | $6,710+141.1% |
| Admin fee / account holder | $10,195 | $11,591-12.0% | $8,252+23.5% | $11,403-10.6% |