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 | $228,984 | $148,978+53.7% | $200,582+14.2% | $84,808+170.0% |
| Participation rate | 86.8% | 84.2%+2.6pp | 86.9%-0.1pp | 68.3%+18.5pp |
| Annual return | 14.34% | 28.16%-13.8pp | 42.33%-28.0pp | 40.90%-26.6pp |
| Employer contribution / active EE | $2,516 | $4,815-47.7% | $6,419-60.8% | $2,631-4.4% |
| Participant deferral / active EE | $5,598 | $7,142-21.6% | $9,331-40.0% | $4,212+32.9% |
| Admin fee / account holder | $876 | $13,977-93.7% | $16,305-94.6% | $7,344-88.1% |