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 | $214,475 | $91,552+134.3% | $133,956+60.1% | $79,858+168.6% |
| Participation rate | 72.2% | 73.3%-1.1pp | 79.8%-7.6pp | 69.6%+2.6pp |
| Annual return | 10.36% | 61.85%-51.5pp | 45.09%-34.7pp | 31.71%-21.4pp |
| Employer contribution / active EE | $1,755 | $2,384-26.4% | $3,919-55.2% | $2,471-29.0% |
| Participant deferral / active EE | $5,114 | $3,733+37.0% | $5,048+1.3% | $3,740+36.7% |
| Admin fee / account holder | $8,935 | $6,321+41.4% | $8,927+0.1% | $5,306+68.4% |