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 | $200,908 | $89,753+123.8% | $107,525+86.8% | $84,808+136.9% |
| Participation rate | 79.3% | 68.1%+11.2pp | 75.1%+4.2pp | 68.3%+11.0pp |
| Annual return | 13.17% | 29.48%-16.3pp | 181.32%-168.1pp | 40.90%-27.7pp |
| Employer contribution / active EE | $2,659 | $3,113-14.6% | $3,754-29.1% | $2,631+1.1% |
| Participant deferral / active EE | $6,728 | $4,056+65.9% | $5,116+31.5% | $4,212+59.7% |
| Admin fee / account holder | $8,420 | $7,222+16.6% | $8,919-5.6% | $7,344+14.7% |