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 | $235,110 | $111,814+110.3% | $93,654+151.0% | $145,959+61.1% |
| Participation rate | 71.4% | 74.2%-2.8pp | 68.7%+2.7pp | 80.3%-8.9pp |
| Annual return | 14.53% | 203.30%-188.8pp | 133.34%-118.8pp | 561.95%-547.4pp |
| Employer contribution / active EE | $2,297 | $3,092-25.7% | $2,421-5.1% | $4,661-50.7% |
| Participant deferral / active EE | $9,187 | $4,914+86.9% | $4,413+108.2% | $6,689+37.4% |
| Admin fee / account holder | $1,177 | $10,246-88.5% | $8,282-85.8% | $13,398-91.2% |