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 | $204,370 | $109,359+86.9% | $162,163+26.0% | $72,985+180.0% |
| Participation rate | 77.8% | 84.3%-6.5pp | 87.6%-9.8pp | 69.5%+8.3pp |
| Annual return | 22.24% | 25.46%-3.2pp | 115.59%-93.4pp | 81.00%-58.8pp |
| Employer contribution / active EE | $2,030 | $3,907-48.1% | $5,614-63.8% | $2,440-16.8% |
| Participant deferral / active EE | $8,627 | $5,481+57.4% | $7,298+18.2% | $3,607+139.2% |
| Admin fee / account holder | $549 | $7,972-93.1% | $10,843-94.9% | $5,124-89.3% |