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 | $195,956 | $125,758+55.8% | $169,993+15.3% | $75,163+160.7% |
| Participation rate | 92.2% | 83.6%+8.6pp | 87.0%+5.2pp | 67.2%+25.0pp |
| Annual return | 17.59% | 27.20%-9.6pp | 53.37%-35.8pp | 160.62%-143.0pp |
| Employer contribution / active EE | $2,797 | $4,615-39.4% | $6,785-58.8% | $2,670+4.7% |
| Participant deferral / active EE | $10,067 | $6,837+47.2% | $10,408-3.3% | $4,125+144.0% |
| Admin fee / account holder | $13,717 | $8,173+67.8% | $12,815+7.0% | $5,651+142.7% |