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 | $216,402 | $148,534+45.7% | $135,903+59.2% | $139,434+55.2% |
| Participation rate | 86.7% | 83.9%+2.8pp | 81.9%+4.8pp | 80.3%+6.3pp |
| Annual return | 17.48% | 79.19%-61.7pp | 68.23%-50.8pp | 372.94%-355.5pp |
| Employer contribution / active EE | $3,542 | $5,243-32.5% | $4,856-27.1% | $4,751-25.5% |
| Participant deferral / active EE | $5,465 | $8,100-32.5% | $7,758-29.6% | $6,710-18.6% |
| Admin fee / account holder | $3,769 | $12,400-69.6% | $10,762-65.0% | $11,403-66.9% |