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 | $227,852 | $109,881+107.4% | $150,045+51.9% | $84,808+168.7% |
| Participation rate | 83.3% | 76.1%+7.2pp | 82.3%+1.0pp | 68.3%+15.0pp |
| Annual return | 19.49% | 28.25%-8.8pp | 62.55%-43.1pp | 40.90%-21.4pp |
| Employer contribution / active EE | $3,477 | $3,561-2.4% | $4,693-25.9% | $2,631+32.1% |
| Participant deferral / active EE | $7,281 | $6,636+9.7% | $7,997-9.0% | $4,212+72.9% |
| Admin fee / account holder | $332 | $8,568-96.1% | $13,435-97.5% | $7,344-95.5% |