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 | $213,198 | $65,365+226.2% | $92,893+129.5% | $72,985+192.1% |
| Participation rate | 72.1% | 68.3%+3.8pp | 76.0%-3.9pp | 69.5%+2.6pp |
| Annual return | 19.61% | 42.10%-22.5pp | 109.41%-89.8pp | 81.00%-61.4pp |
| Employer contribution / active EE | $852 | $2,594-67.2% | $3,653-76.7% | $2,440-65.1% |
| Participant deferral / active EE | $7,731 | $3,128+147.1% | $4,236+82.5% | $3,607+114.3% |
| Admin fee / account holder | $1,722 | $4,251-59.5% | $5,794-70.3% | $5,124-66.4% |