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 | $208,429 | $91,552+127.7% | $133,956+55.6% | $79,858+161.0% |
| Participation rate | 76.0% | 73.3%+2.7pp | 79.8%-3.8pp | 69.6%+6.4pp |
| Annual return | 14.64% | 61.85%-47.2pp | 45.09%-30.4pp | 31.71%-17.1pp |
| Employer contribution / active EE | $1,391 | $2,384-41.7% | $3,919-64.5% | $2,471-43.7% |
| Participant deferral / active EE | $2,549 | $3,733-31.7% | $5,048-49.5% | $3,740-31.8% |
| Admin fee / account holder | $4,348 | $6,321-31.2% | $8,927-51.3% | $5,306-18.1% |