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 | $213,997 | $106,515+100.9% | $96,683+121.3% | $139,434+53.5% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 18.81% | 38.43%-19.6pp | 35.69%-16.9pp | 372.94%-354.1pp |
| Employer contribution / active EE | $5,467 | $4,103+33.2% | $3,737+46.3% | $4,751+15.1% |
| Participant deferral / active EE | $6,167 | $5,454+13.1% | $4,878+26.4% | $6,710-8.1% |
| Admin fee / account holder | $997 | $7,877-87.3% | $6,730-85.2% | $11,403-91.3% |