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 | $222,218 | $114,381+94.3% | $107,525+106.7% | $142,382+56.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.16% | 242.71%-228.5pp | 181.32%-167.2pp | 217.08%-202.9pp |
| Employer contribution / active EE | $2,398 | $4,015-40.3% | $3,754-36.1% | $4,299-44.2% |
| Participant deferral / active EE | $6,559 | $5,564+17.9% | $5,116+28.2% | $6,507+0.8% |
| Admin fee / account holder | $8,053 | $9,860-18.3% | $8,919-9.7% | $12,624-36.2% |