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 | $213,955 | $109,881+94.7% | $150,045+42.6% | $84,808+152.3% |
| Participation rate | 80.8% | 76.1%+4.7pp | 82.3%-1.6pp | 68.3%+12.5pp |
| Annual return | 15.78% | 28.25%-12.5pp | 62.55%-46.8pp | 40.90%-25.1pp |
| Employer contribution / active EE | $2,245 | $3,561-37.0% | $4,693-52.2% | $2,631-14.7% |
| Participant deferral / active EE | $6,839 | $6,636+3.1% | $7,997-14.5% | $4,212+62.4% |
| Admin fee / account holder | $56,133 | $8,568+555.1% | $13,435+317.8% | $7,344+664.4% |