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 | $212,155 | $102,966+106.0% | $90,281+135.0% | $152,861+38.8% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.4%-7.4pp |
| Annual return | 18.25% | 95.16%-76.9pp | 78.10%-59.8pp | 345.32%-327.1pp |
| Employer contribution / active EE | $342 | $3,139-89.1% | $2,854-88.0% | $4,762-92.8% |
| Participant deferral / active EE | $4,628 | $4,281+8.1% | $3,885+19.1% | $5,850-20.9% |
| Admin fee / account holder | $24,022 | $6,171+289.3% | $5,351+348.9% | $11,596+107.1% |