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 | $210,987 | $135,952+55.2% | $123,892+70.3% | $273,961-23.0% |
| Participation rate | 95.2% | 84.1%+11.2pp | 81.4%+13.8pp | 83.0%+12.2pp |
| Annual return | 5.34% | 56.63%-51.3pp | 47.52%-42.2pp | 41.45%-36.1pp |
| Employer contribution / active EE | $2,814 | $5,170-45.6% | $4,617-39.0% | $4,869-42.2% |
| Participant deferral / active EE | $13,977 | $6,343+120.4% | $5,984+133.6% | $5,287+164.4% |
| Admin fee / account holder | $8,465 | $9,817-13.8% | $8,357+1.3% | $10,132-16.5% |