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 | $192,464 | $99,985+92.5% | $146,665+31.2% | $85,850+124.2% |
| Participation rate | 90.7% | 73.1%+17.6pp | 80.1%+10.6pp | 69.3%+21.4pp |
| Annual return | 13.71% | 18.93%-5.2pp | 22.74%-9.0pp | 318.53%-304.8pp |
| Employer contribution / active EE | $2,570 | $2,559+0.4% | $4,136-37.9% | $2,565+0.2% |
| Participant deferral / active EE | $6,431 | $4,006+60.5% | $5,506+16.8% | $3,952+62.7% |
| Admin fee / account holder | $5,837 | $7,702-24.2% | $10,280-43.2% | $6,260-6.7% |