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 | $238,435 | $106,515+123.9% | $96,683+146.6% | $139,434+71.0% |
| Participation rate | 95.7% | 77.8%+17.8pp | 74.3%+21.3pp | 80.3%+15.3pp |
| Annual return | 15.41% | 38.43%-23.0pp | 35.69%-20.3pp | 372.94%-357.5pp |
| Employer contribution / active EE | $4,242 | $4,103+3.4% | $3,737+13.5% | $4,751-10.7% |
| Participant deferral / active EE | $11,077 | $5,454+103.1% | $4,878+127.1% | $6,710+65.1% |
| Admin fee / account holder | $5,501 | $7,877-30.2% | $6,730-18.3% | $11,403-51.8% |