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 | $214,609 | $152,587+40.6% | $125,175+71.4% | $152,861+40.4% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.4%+0.9pp |
| Annual return | 20.12% | 54.84%-34.7pp | 43.79%-23.7pp | 345.32%-325.2pp |
| Employer contribution / active EE | $1,945 | $4,946-60.7% | $3,865-49.7% | $4,762-59.2% |
| Participant deferral / active EE | $4,674 | $5,868-20.3% | $4,937-5.3% | $5,850-20.1% |
| Admin fee / account holder | $16,172 | $13,434+20.4% | $9,702+66.7% | $11,596+39.5% |