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 | $205,101 | $162,781+26.0% | $133,956+53.1% | $158,922+29.1% |
| Participation rate | 91.7% | 83.2%+8.4pp | 79.8%+11.8pp | 82.0%+9.7pp |
| Annual return | 19.79% | 41.94%-22.2pp | 45.09%-25.3pp | 302.83%-283.0pp |
| Employer contribution / active EE | $2,615 | $4,975-47.4% | $3,919-33.3% | $4,761-45.1% |
| Participant deferral / active EE | $11,952 | $5,911+102.2% | $5,048+136.8% | $5,982+99.8% |
| Admin fee / account holder | $1,341 | $11,736-88.6% | $8,927-85.0% | $11,246-88.1% |