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 | $206,301 | $99,918+106.5% | $81,382+153.5% | $145,922+41.4% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.5%+16.2pp | 80.3%+5.4pp |
| Annual return | 10.27% | 34.32%-24.0pp | 24.73%-14.5pp | 561.29%-551.0pp |
| Employer contribution / active EE | $1,760 | $2,978-40.9% | $2,463-28.5% | $4,660-62.2% |
| Participant deferral / active EE | $4,501 | $4,605-2.2% | $3,883+15.9% | $6,688-32.7% |
| Admin fee / account holder | $677 | $8,212-91.8% | $5,768-88.3% | $13,397-94.9% |