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 | $205,403 | $105,859+94.0% | $90,160+127.8% | $147,584+39.2% |
| Participation rate | 91.7% | 79.7%+11.9pp | 76.9%+14.8pp | 82.8%+8.8pp |
| Annual return | 23.45% | 37.63%-14.2pp | 34.88%-11.4pp | 578.55%-555.1pp |
| Employer contribution / active EE | $1,074 | $4,126-74.0% | $3,318-67.6% | $4,876-78.0% |
| Participant deferral / active EE | $6,170 | $5,733+7.6% | $5,288+16.7% | $5,439+13.4% |
| Admin fee / account holder | $1,454 | $8,046-81.9% | $5,943-75.5% | $10,885-86.6% |