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 | $192,203 | $81,208+136.7% | $98,907+94.3% | $79,858+140.7% |
| Participation rate | 84.8% | 72.5%+12.3pp | 76.0%+8.8pp | 69.6%+15.2pp |
| Annual return | 17.67% | 60.99%-43.3pp | 196.43%-178.8pp | 31.71%-14.0pp |
| Employer contribution / active EE | $848 | $1,960-56.7% | $2,689-68.5% | $2,471-65.7% |
| Participant deferral / active EE | $6,759 | $3,265+107.0% | $4,244+59.3% | $3,740+80.7% |
| Admin fee / account holder | $5,463 | $6,013-9.1% | $6,642-17.7% | $5,306+3.0% |